Morningstar

Xtrackers S&P 100 Ex Top 20 ETF XOEX

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

Morningstar’s Analysis XOEX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Xtrackers S&P 100 Ex Top 20 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

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Portfolio Holdings XOEX

More XOEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AbbVie Inc

3.11 8M
Healthcare

Mastercard Inc Class A

3.01 8M
Financial Services

Palantir Technologies Inc Ordinary Shares - Class A

2.96 8M
Technology

Lam Research Corp

2.88 8M
Technology

Applied Materials Inc

2.85 8M
Technology

Chevron Corp

2.77 8M
Energy

Caterpillar Inc

2.58 7M
Industrials

Merck & Co Inc

2.40 7M
Healthcare

Bank of America Corp

2.36 6M
Financial Services

Procter & Gamble Co

2.26 6M
Consumer Defensive

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