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.
Defiance Large Cap ex-Mag 7 ETF XMAG
Morningstar’s Analysis XMAG
Will XMAG 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 19.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Broadcom Inc | 4.22 | 6M | Technology |
Micron Technology Inc | 2.43 | 3M | Technology |
Eli Lilly and Co | 2.25 | 3M | Healthcare |
JPMorgan Chase & Co | 1.94 | 3M | Financial Services |
Advanced Micro Devices Inc | 1.79 | 3M | Technology |
Berkshire Hathaway Inc Class B | 1.56 | 2M | Financial Services |
Exxon Mobil Corp | 1.43 | 2M | Energy |
Johnson & Johnson | 1.32 | 2M | Healthcare |
Visa Inc Class A | 1.26 | 2M | Financial Services |
Walmart Inc | 1.20 | 2M | Consumer Defensive |
United States