Democratic Large Cap Core ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Democratic Large Cap Core ETF DEMZ
Morningstar’s Analysis DEMZ
Will DEMZ 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 46.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Apple Inc | 5.55 | 4M | Technology |
Lam Research Corp | 5.49 | 3M | Technology |
NVIDIA Corp | 5.14 | 3M | Technology |
KLA Corp | 4.99 | 3M | Technology |
Microsoft Corp | 4.80 | 3M | Technology |
Advanced Micro Devices Inc | 4.22 | 3M | Technology |
Amphenol Corp Class A | 4.17 | 3M | Technology |
Loews Corp | 4.12 | 3M | Financial Services |
Costco Wholesale Corp | 4.03 | 3M | Consumer Defensive |
Nordson Corp | 3.82 | 2M | Industrials |
United States