Morningstar

Polen International Dividend Income ETF IDVZ

Morningstar Medalist Rating
Medalist Rating as of | See Polen Capital Investment Hub

Morningstar’s Analysis IDVZ

Will IDVZ outperform in the 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 IDVZ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Polen International Div Inc ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IDVZ

More IDVZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Petroleo Brasileiro SA Petrobras ADR

4.77 10M
Energy

Reckitt Benckiser Group PLC ADR

4.06 8M
Consumer Defensive

Roche Holding AG ADR

3.50 7M
Healthcare

Enel SpA ADR

3.47 7M
Utilities

Imperial Brands PLC ADR

3.41 7M
Consumer Defensive

TotalEnergies SE

3.31 7M
Energy

GSK PLC ADR

3.19 6M
Healthcare

British American Tobacco PLC ADR

3.11 6M
Consumer Defensive

AstraZeneca PLC

3.02 6M
Healthcare

Sanofi SA ADR

3.01 6M
Healthcare

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