Morningstar

Polen Dividend Income ETF DIVZ

Morningstar Medalist Rating
Medalist Rating as of | See Polen Capital Investment Hub

Morningstar’s Analysis DIVZ

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Polen Dividend Income ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DIVZ

More DIVZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Philip Morris International Inc

6.37 20M
Consumer Defensive

UnitedHealth Group Inc

5.78 18M
Healthcare

MPLX LP Partnership Units

5.67 18M
Energy

Chevron Corp

5.16 16M
Energy

Johnson & Johnson

4.79 15M
Healthcare

Altria Group Inc

4.43 14M
Consumer Defensive

NextEra Energy Inc

4.35 14M
Utilities

Microsoft Corp

4.02 13M
Technology

AbbVie Inc

3.89 12M
Healthcare

Qualcomm Inc

3.34 11M
Technology

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