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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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Applied Finance Valuation LgCp ETF’s strong process and parent firm support this strategy's Morningstar Medalist Rating of Gold. The portfolio maintains a sizable 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 370
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 39.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.75
2,412,125
Technology
6.70
2,084,279
Technology
5.68
1,766,722
Communication Services
4.06
1,262,105
Financial Services
3.71
1,155,866
Communication Services
2.74
853,936
Technology
2.72
845,978
Financial Services
2.57
801,147
Consumer Cyclical
1.70
529,609
Healthcare
1.61
502,535
Healthcare