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Donoghue Forlines Innovation ETF DFNV

Morningstar Medalist Rating
Medalist Rating as of | See FCF Funds Investment Hub

Morningstar’s Analysis DFNV

Will DFNV outperform in 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 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.

A drop in its Process Pillar rating is the primary driver of Donoghue Forlines Innovation ETF's downgrade to a Morningstar Medalist Rating of Bronze from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DFNV

More DFNV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.98 3.6 Mil
Technology

Amazon.com Inc

5.73 2.6 Mil
Consumer Cyclical

Meta Platforms Inc Class A

4.46 2.0 Mil
Communication Services

Broadcom Inc

3.86 1.8 Mil
Technology

AbbVie Inc

3.05 1.4 Mil
Healthcare

Merck & Co Inc

2.89 1.3 Mil
Healthcare

Oracle Corp

2.84 1.3 Mil
Technology

Adobe Inc

2.72 1.2 Mil
Technology

ServiceNow Inc

2.39 1.1 Mil
Technology

Intuit Inc

2.14 972,049
Technology