Cambria LargeCap Shareholder Yield 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.
Cambria LargeCap Shareholder Yield ETF LYLD
Morningstar’s Analysis LYLD
Will LYLD outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LYLD 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 LYLD’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
TD Synnex Corp | 3.41 | 208,095 | Technology |
First American Treasury Obligs X | 2.95 | 179,989 | Cash and Equivalents |
JB Hunt Transport Services Inc | 2.70 | 165,099 | Industrials |
BorgWarner Inc | 2.53 | 154,191 | Consumer Cyclical |
eBay Inc | 2.41 | 147,097 | Consumer Cyclical |
EOG Resources Inc | 2.39 | 145,814 | Energy |
Exelixis Inc | 2.39 | 145,627 | Healthcare |
Viatris Inc | 2.28 | 139,353 | Healthcare |
Bank of New York Mellon Corp | 2.24 | 136,691 | Financial Services |
Principal Financial Group Inc | 2.24 | 136,454 | Financial Services |
United States