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Applied Finance Valuation LgCp ETF VSLU

Medalist Rating as of | See Applied Finance Investment Hub

Morningstar’s Analysis VSLU

Will VSLU outperform in future?

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

A sound investment process and strong management team underpin Applied Finance Valuation LgCp ETF's Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings VSLU

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 49.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.47 14.8 Mil
Technology

NVIDIA Corp

8.20 14.3 Mil
Technology

Alphabet Inc Class A

6.12 10.7 Mil
Communication Services

Microsoft Corp

5.88 10.3 Mil
Technology

Mastercard Inc Class A

4.73 8.3 Mil
Financial Services

Meta Platforms Inc Class A

3.79 6.6 Mil
Communication Services

Broadcom Inc

3.48 6.1 Mil
Technology

Amazon.com Inc

3.47 6.1 Mil
Consumer Cyclical

Visa Inc Class A

3.06 5.3 Mil
Financial Services

Merck & Co Inc

2.24 3.9 Mil
Healthcare