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Xtrackers S&P 500 Value ESG ETF SNPV

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

Morningstar’s Analysis SNPV

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

  • People Pillar

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

A sound investment process and strong management team underpin Xtrackers S&P 500 Value ESG ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SNPV

More SNPV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

4.47 265,454
Financial Services

Walmart Inc

2.18 129,656
Consumer Defensive

UnitedHealth Group Inc

2.09 123,942
Healthcare

Bank of America Corp

2.08 123,886
Financial Services

Chevron Corp

2.01 119,570
Energy

Procter & Gamble Co

1.76 104,524
Consumer Defensive

The Home Depot Inc

1.55 92,085
Consumer Cyclical

Cisco Systems Inc

1.42 84,197
Technology

Merck & Co Inc

1.42 84,194
Healthcare

AbbVie Inc

1.36 80,609
Healthcare