The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
Applied Finance Valuation LgCp ETF VSLU
Morningstar’s Analysis VSLU
Will VSLU outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 46.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 6.84 | 7.3 Mil | Technology |
NVIDIA Corp | 5.89 | 6.3 Mil | Technology |
Alphabet Inc Class A | 5.88 | 6.2 Mil | Communication Services |
Microsoft Corp | 5.84 | 6.2 Mil | Technology |
Mastercard Inc Class A | 5.00 | 5.3 Mil | Financial Services |
Meta Platforms Inc Class A | 4.21 | 4.5 Mil | Communication Services |
Amazon.com Inc | 3.67 | 3.9 Mil | Consumer Cyclical |
Visa Inc Class A | 3.39 | 3.6 Mil | Financial Services |
Broadcom Inc | 2.94 | 3.1 Mil | Technology |
Merck & Co Inc | 2.51 | 2.7 Mil | Healthcare |