Morningstar

LSV Disciplined Value ETF LSVD

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

Morningstar’s Analysis LSVD

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

LSV Disciplined Value ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LSVD

More LSVD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.77 45M
Technology

Apple Inc

5.69 38M
Technology

Amazon.com Inc

3.70 25M
Consumer Cyclical

Alphabet Inc Class A

3.69 25M
Communication Services

Microsoft Corp

3.35 22M
Technology

Alphabet Inc Class C

3.14 21M
Communication Services

Meta Platforms Inc Class A

2.81 19M
Communication Services

Micron Technology Inc

2.16 14M
Technology

Dell Technologies Inc Ordinary Shares - Class C

1.98 13M
Technology

Applied Materials Inc

1.85 12M
Technology

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