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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 sizable cost advantage over competitors, priced within the second-cheapest 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 53
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 47.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.49
1,449,710
Technology

Loews Corp

5.41
1,429,980
Financial Services

Apple Inc

4.95
1,306,476
Technology

NVIDIA Corp

4.88
1,289,917
Technology

Costco Wholesale Corp

4.73
1,250,089
Consumer Defensive

Colgate-Palmolive Co

4.65
1,229,127
Consumer Defensive

Amphenol Corp Class A

4.56
1,203,889
Technology

Alphabet Inc Class C

4.27
1,128,544
Communication Services

Alphabet Inc Class A

4.26
1,124,650
Communication Services

International Business Machines Corp

4.15
1,096,601
Technology