Morningstar

Dynamic Active U.S. Mid-Cap ETF DXZ

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DXZ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

by Morningstar Automated Analysis
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Portfolio Holdings DXZ

More DXZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Texas Roadhouse Inc

6.74 2M
Consumer Cyclical

Ball Corp

4.67 1M
Consumer Cyclical

Valley National Bancorp

3.86 896,751
Financial Services

Sphere Entertainment Co Ordinary Shares - Class A

3.75 871,906
Communication Services

Lennox International Inc

3.67 852,403
Industrials

RPM International Inc

3.42 795,128
Basic Materials

Permian Resources Corp Class A

3.35 777,712
Energy

Hormel Foods Corp

3.22 747,246
Consumer Defensive

Renasant Corp

2.86 663,958
Financial Services

Canadian Dollar

2.83 656,097
Cash and Equivalents

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