Morningstar

Applied Finance Valuation Large Cap US ETF VSLU

Morningstar Medalist Rating
Medalist Rating as of | See Applied Finance Investment Hub

Morningstar’s Analysis VSLU

Will VSLU outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VSLU’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VSLU management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VSLU’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Applied Finance Valuation LgCp ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings VSLU

More VSLU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.18 59M
Technology

Apple Inc

10.04 58M
Technology

Microsoft Corp

8.34 48M
Technology

Alphabet Inc Class A

6.11 35M
Communication Services

Meta Platforms Inc Class A

4.86 28M
Communication Services

Visa Inc Class A

3.48 20M
Financial Services

Eli Lilly and Co

2.93 17M
Healthcare

Broadcom Inc

2.89 17M
Technology

Mastercard Inc Class A

2.56 15M
Financial Services

Merck & Co Inc

1.48 9M
Healthcare

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