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Horizons Active Global Dividend ETF Comm HAZ

Morningstar Medalist Rating
Medalist Rating as of | See Horizons Investment Hub

Morningstar’s Analysis HAZ

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

  • People Pillar

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

A sound investment process and strong management team underpin Horizons Active Global Dividend ETF Comm's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HAZ

More HAZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

6.47 22.1 Mil
Technology

Microsoft Corp

6.30 21.5 Mil
Technology

Apple Inc

5.61 19.1 Mil
Technology

Costco Wholesale Corp

4.73 16.1 Mil
Consumer Defensive

AXA SA

4.40 15.0 Mil
Financial Services

Novo Nordisk A/S ADR

3.57 12.2 Mil
Healthcare

Wolters Kluwer NV

3.46 11.8 Mil
Industrials

Williams Companies Inc

3.43 11.7 Mil
Energy

Accenture PLC Class A

3.38 11.5 Mil
Technology

ASML Holding NV ADR

3.36 11.5 Mil
Technology