The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
BrandywineGLOBAL Dyn US Lrg Cap Val ETF DVAL
Morningstar’s Analysis DVAL
Will DVAL outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 34.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Lockheed Martin Corp | 4.38 | 6.9 Mil | Industrials |
CSX Corp | 4.33 | 6.9 Mil | Industrials |
Comcast Corp Class A | 3.94 | 6.2 Mil | Communication Services |
ConocoPhillips | 3.65 | 5.8 Mil | Energy |
Marathon Petroleum Corp | 3.63 | 5.7 Mil | Energy |
Aflac Inc | 3.61 | 5.7 Mil | Financial Services |
Cisco Systems Inc | 3.18 | 5.0 Mil | Technology |
International Business Machines Corp | 2.77 | 4.4 Mil | Technology |
Deere & Co | 2.49 | 3.9 Mil | Industrials |
Chevron Corp | 2.46 | 3.9 Mil | Energy |