Morningstar

Distillate US Fdmtl Stblty & Val ETF DSTL

Morningstar Medalist Rating
Medalist Rating as of | See Distillate Capital Investment Hub

Morningstar’s Analysis DSTL

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

  • People Pillar

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

Modest in many ways.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

Distillate US Fundamental Stability & Value pursues worthy objectives using a reasonable approach but lacks strong supporting resources or a discernable investment edge.

by Robby Greengold
Rated on Published on

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Portfolio Holdings DSTL

More DSTL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UnitedHealth Group Inc

3.54 73.1 Mil
Healthcare

AbbVie Inc

2.71 55.9 Mil
Healthcare

Johnson & Johnson

2.68 55.2 Mil
Healthcare

T-Mobile US Inc

2.30 47.5 Mil
Communication Services

The Home Depot Inc

2.04 42.2 Mil
Consumer Cyclical

Comcast Corp Class A

1.88 38.9 Mil
Communication Services

Amgen Inc

1.80 37.1 Mil
Healthcare

Cisco Systems Inc

1.79 36.9 Mil
Technology

Salesforce Inc

1.55 32.0 Mil
Technology

The Cigna Group

1.55 32.0 Mil
Healthcare

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