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Donoghue Forlines Yld Enhd Rl Ast ETF DFRA

Medalist Rating as of | See FCF Funds Investment Hub

Morningstar’s Analysis DFRA

Will DFRA outperform in future?

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

A decline in its Process Pillar rating is the primary driver of Donoghue Forlines Yld Enhd Rl Ast ETF's downgrade to a Morningstar Medalist Rating of Bronze from Gold.

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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.

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Portfolio Holdings DFRA

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

2.73 1.2 Mil
Energy

Shell PLC ADR (Representing - Ordinary Shares)

2.63 1.2 Mil
Energy

BHP Group Ltd ADR

2.46 1.1 Mil
Basic Materials

Chevron Corp

2.25 999,874
Energy

TotalEnergies SE ADR

2.13 943,237
Energy

3M Co

2.06 914,618
Industrials

BP PLC ADR

2.01 891,322
Energy

Honeywell International Inc

1.95 863,697
Industrials

Siemens AG ADR

1.94 860,331
Industrials

Petroleo Brasileiro SA Petrobras ADR

1.94 858,144
Energy