The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers. The strategy changed its peer group last March, moving from the Large Value category to the Mid-Cap Value Morningstar Category.
Xtrackers S&P ESG Div Arstcrts ETF SNPD
Morningstar’s Analysis SNPD
Will SNPD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Best Buy Co Inc | 2.77 | 142,305 | Consumer Cyclical |
T. Rowe Price Group Inc | 2.72 | 139,931 | Financial Services |
Realty Income Corp | 2.37 | 121,975 | Real Estate |
Edison International | 2.25 | 115,813 | Utilities |
Eversource Energy | 2.19 | 112,434 | Utilities |
AbbVie Inc | 2.07 | 106,447 | Healthcare |
UGI Corp | 2.03 | 104,574 | Utilities |
Chevron Corp | 2.00 | 102,869 | Energy |
Federal Realty Investment Trust | 1.99 | 102,497 | Real Estate |
International Business Machines Corp | 1.97 | 101,200 | Technology |