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North Square Disciplined Value ETF NSIV

Morningstar Medalist Rating
Medalist Rating as of | See North Square Investment Hub

Morningstar’s Analysis NSIV

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

  • People Pillar

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

Analyst Tony Thorn

Tony Thorn

Analyst

Summary

Led by an experienced but small team. CS McKee Large Cap Value (formerly Foundry Partners Large Cap Value) benefits from a seasoned team, but it runs a fairly conventional approach.

by Tony Thorn
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Portfolio Holdings NSIV

More NSIV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Verizon Communications Inc

3.64 3M
Communication Services

U.S. Bancorp

3.30 2M
Financial Services

Amazon.com Inc

3.28 2M
Consumer Cyclical

Microsoft Corp

3.20 2M
Technology

Shell PLC ADR (Representing - Ordinary Shares)

3.04 2M
Energy

Pfizer Inc

2.90 2M
Healthcare

Cash & Cash Equivalents

2.90 2M
Cash and Equivalents

Citigroup Inc

2.81 2M
Financial Services

The Hartford Insurance Group Inc

2.75 2M
Financial Services

AbbVie Inc

2.68 2M
Healthcare

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