DFNV – Fund Analysis – Donoghue Forlines Innovation ETF | Morningstar

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Will DFNV outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the DFNV 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 DFNV’s parent organization’s priorities and whether they’re in line with investors’ interests.

Donoghue Forlines Innovation ETF retains its Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research

Rated on Feb 29, 2024 Published on Feb 29, 2024

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