DEMZ – Democratic Large Cap Core ETF – ETF Stock Quote | Morningstar

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Will DEMZ outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DEMZ’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Democratic Large Cap Core ETF retains its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Sep 27, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 40.0

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Apple Inc	4.96	1.9 Mil	Technology
Loews Corp	4.90	1.9 Mil	Financial Services
Costco Wholesale Corp	4.69	1.8 Mil	Consumer Defensive
NVIDIA Corp	4.69	1.8 Mil	Technology
Microsoft Corp	4.62	1.8 Mil	Technology
International Business Machines Corp	3.80	1.5 Mil	Technology
Meta Platforms Inc Class A	3.66	1.4 Mil	Communication Services
Amphenol Corp Class A	3.48	1.3 Mil	Technology
The Walt Disney Co	2.61	1.0 Mil	Communication Services
Colgate-Palmolive Co	2.60	1.0 Mil	Consumer Defensive

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