Morningstar

AAM Brentview Dividend Growth ETF BDIV

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

Morningstar’s Analysis BDIV

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

  • People Pillar

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

Weakness in AAM Brentview Dividend Growth ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a 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 BDIV

More BDIV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.79 61,963
Technology

Apple Inc

5.98 47,532
Technology

Trane Technologies PLC Class A

4.30 34,208
Industrials

UnitedHealth Group Inc

4.12 32,742
Healthcare

Oracle Corp

3.43 27,264
Technology

Chevron Corp

3.26 25,920
Energy

Lowe's Companies Inc

3.13 24,918
Consumer Cyclical

Costco Wholesale Corp

3.12 24,823
Consumer Defensive

Linde PLC

3.12 24,797
Basic Materials

JPMorgan Chase & Co

2.97 23,616
Financial Services

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