Morningstar

Bahl & Gaynor Dividend ETF BGDV

Morningstar Medalist Rating
Medalist Rating as of | See Bahl & Gaynor Investment Hub

Morningstar’s Analysis BGDV

Will BGDV outperform in the 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 BGDV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Bahl & Gaynor Dividend ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BGDV

More BGDV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

5.79 49M
Technology

Broadcom Inc

4.22 36M
Technology

Victory Capital Holdings Inc Class A

3.93 33M
Financial Services

Eli Lilly and Co

3.65 31M
Healthcare

AbbVie Inc

3.25 27M
Healthcare

Motorola Solutions Inc

3.22 27M
Technology

Amphenol Corp Class A

3.07 26M
Technology

Encompass Health Corp

3.01 25M
Healthcare

UnitedHealth Group Inc

2.78 23M
Healthcare

Meta Platforms Inc Class A

2.75 23M
Communication Services

Sponsor Center