Dynamic Active U.S. Mid-Cap ETF DXZ

Medalist Rating as of

Morningstar’s Analysis DXZ

Will DXZ outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Dynamic Active U.S. Mid-Cap 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.

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Portfolio Holdings DXZ

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings40.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Texas Roadhouse Inc

6.251M
Consumer Cyclical

Ball Corp

5.471M
Consumer Cyclical

Permian Resources Corp Class A

4.981M
Energy

Hormel Foods Corp

4.551M
Consumer Defensive

Valley National Bancorp

3.82864,600
Financial Services

RPM International Inc

3.35757,085
Basic Materials

Sphere Entertainment Co Ordinary Shares - Class A

3.16713,496
Communication Services

Renasant Corp

2.97672,170
Financial Services

Brown & Brown Inc

2.93662,212
Financial Services

SharkNinja Inc

2.89653,119
Consumer Cyclical

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