Morningstar

Defiance Large Cap ex-Mag 7 ETF XMAG

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

Morningstar’s Analysis XMAG

Will XMAG outperform in the 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 XMAG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Defiance Large Cap ex-Mag 7 ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings XMAG

More XMAG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

2.53 5M
Healthcare

Broadcom Inc

2.44 5M
Technology

Micron Technology Inc

2.37 5M
Technology

JPMorgan Chase & Co

2.06 4M
Financial Services

Advanced Micro Devices Inc

2.01 4M
Technology

Berkshire Hathaway Inc Class B

1.80 4M
Financial Services

ExxonMobil Holdings Corp

1.77 4M
Energy

Visa Inc Class A

1.60 3M
Financial Services

Johnson & Johnson

1.50 3M
Healthcare

Walmart Inc

1.24 3M
Consumer Defensive

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