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Morningstar

Yuanta/P-shares Taiwan Dividend Plus ETF 0056

Morningstar Medalist Rating
Medalist Rating as of | See Yuanta Financial Investment Hub

Morningstar’s Analysis 0056

Will 0056 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 0056’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the 0056 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 0056’s parent organization’s priorities and whether they’re in line with investors’ interests.

Yuanta/ P-shares Taiwan Dividend Plus ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings 0056

More 0056 Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novatek Microelectronics Corp

3.27 9.1 Bil
Technology

MediaTek Inc

3.15 8.7 Bil
Technology

Pegatron Corp

2.91 8.1 Bil
Technology

Chicony Electronics Co Ltd

2.87 8.0 Bil
Technology

Hon Hai Precision Industry Co Ltd

2.87 8.0 Bil
Technology

ASE Technology Holding Co Ltd

2.75 7.6 Bil
Technology

WPG Holding Co Ltd

2.74 7.6 Bil
Technology

United Microelectronics Corp

2.72 7.6 Bil
Technology

Realtek Semiconductor Corp

2.71 7.5 Bil
Technology

Powertech Technology Inc

2.59 7.2 Bil
Technology