Morningstar

Sound Equity Dividend Income ETF DIVY

Morningstar Medalist Rating
Medalist Rating as of | See Sound Income Strategies Investment Hub

Morningstar’s Analysis DIVY

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sound Equity Dividend Income 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 DIVY

More DIVY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Accenture PLC Class A

5.47 2M
Technology

Perrigo Co PLC

4.65 1M
Healthcare

Omnicom Group Inc

4.25 1M
Communication Services

Corebridge Financial Inc

3.74 1M
Financial Services

Citizens Financial Group Inc

3.71 1M
Financial Services

AT&T Inc

3.33 978,369
Communication Services

Eversource Energy

3.26 956,973
Utilities

TotalEnergies SE

3.24 950,286
Energy

GSK PLC ADR

3.19 935,574
Healthcare

Sonoco Products Co

3.09 906,731
Consumer Cyclical

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