Morningstar

Morgan Dempsey Large Cap Value ETF MDLV

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Dempsey Investment Hub

Morningstar’s Analysis MDLV

Will MDLV 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 MDLV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Morgan Dempsey Large Cap Value 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 MDLV

More MDLV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street® SPDR® Blmbg1-3MthT-BillETF

4.90 2M
—

Citigroup Inc

3.82 2M
Financial Services

Cisco Systems Inc

3.77 2M
Technology

ExxonMobil Holdings Corp

3.75 2M
Energy

Entergy Corp

3.68 2M
Utilities

Cummins Inc

3.43 1M
Industrials

WEC Energy Group Inc

3.24 1M
Utilities

Johnson & Johnson

3.22 1M
Healthcare

Pembina Pipeline Corp

3.16 1M
Energy

International Business Machines Corp

3.04 1M
Technology

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