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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 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
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 39.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.27 1.7 Mil
Technology

Apple Inc

5.20 1.7 Mil
Technology

Loews Corp

5.10 1.6 Mil
Financial Services

NVIDIA Corp

4.74 1.5 Mil
Technology

Costco Wholesale Corp

3.81 1.2 Mil
Consumer Defensive

Amphenol Corp Class A

3.41 1.1 Mil
Technology

Meta Platforms Inc Class A

3.28 1.1 Mil
Communication Services

The Walt Disney Co

3.22 1.0 Mil
Communication Services

International Business Machines Corp

3.17 1.0 Mil
Technology

Alphabet Inc Class A

2.72 875,763
Communication Services