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Democratic Large Cap Core ETF DEMZ ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See DEMZ Investment Hub

Morningstar’s Analysis DEMZ

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

  • People Pillar

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

Democratic Large Cap Core ETF retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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