Morningstar

Democratic Large Cap Core ETF DEMZ

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

Morningstar’s Analysis DEMZ

Will DEMZ 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Democratic Large Cap Core ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DEMZ

More DEMZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.20 4M
Technology

Apple Inc

4.87 3M
Technology

Alphabet Inc Class A

4.82 3M
Communication Services

NVIDIA Corp

4.75 3M
Technology

Lam Research Corp

4.69 3M
Technology

Loews Corp

4.57 3M
Financial Services

Costco Wholesale Corp

4.20 3M
Consumer Defensive

Nordson Corp

4.05 3M
Industrials

Amphenol Corp Class A

3.99 3M
Technology

KLA Corp

3.96 3M
Technology

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