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Morningstar

MarketDesk Focused U.S. Dividend ETF FDIV

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

Morningstar’s Analysis FDIV

Will FDIV 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 FDIV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FDIV 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 FDIV’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit MarketDesk Focused U.S. Dividend ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FDIV

More FDIV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NextEra Energy Inc

2.12 1.9 Mil
Utilities

Lockheed Martin Corp

2.10 1.8 Mil
Industrials

WEC Energy Group Inc

2.08 1.8 Mil
Utilities

Insperity Inc

2.08 1.8 Mil
Industrials

PepsiCo Inc

2.06 1.8 Mil
Consumer Defensive

Hormel Foods Corp

2.06 1.8 Mil
Consumer Defensive

ONE Gas Inc

2.06 1.8 Mil
Utilities

Kimberly-Clark Corp

2.05 1.8 Mil
Consumer Defensive

Atmos Energy Corp

2.04 1.8 Mil
Utilities

Automatic Data Processing Inc

2.02 1.8 Mil
Industrials