Morningstar

BrandywineGLOBAL Dyn US Lrg Cap Val ETF DVAL

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis DVAL

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

  • People Pillar

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

BrandywineGLOBAL Dyn US Lrg Cap Val ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DVAL

More DVAL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lockheed Martin Corp

4.98 5.8 Mil
Industrials

International Business Machines Corp

4.58 5.4 Mil
Technology

Aflac Inc

4.52 5.3 Mil
Financial Services

Comcast Corp Class A

4.19 4.9 Mil
Communication Services

CSX Corp

4.19 4.9 Mil
Industrials

Deere & Co

3.59 4.2 Mil
Industrials

T-Mobile US Inc

3.26 3.8 Mil
Communication Services

Cisco Systems Inc

3.19 3.7 Mil
Technology

Honeywell International Inc

3.18 3.7 Mil
Industrials

ConocoPhillips

3.12 3.6 Mil
Energy

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