Morningstar

Cambria LargeCap Shareholder Yield ETF LYLD

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

Morningstar’s Analysis LYLD

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Cambria LargeCap Shareholder Yield 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 LYLD

More LYLD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Maplebear Inc

2.56 238,097
Consumer Cyclical

APA Corp

2.20 204,887
Energy

ConocoPhillips

2.20 204,333
Energy

EOG Resources Inc

2.15 199,764
Energy

Ball Corp

2.12 197,300
Consumer Cyclical

Exelixis Inc

2.12 196,638
Healthcare

Halliburton Co

2.10 194,841
Energy

Diamondback Energy Inc

2.09 194,052
Energy

Dollar Tree Inc

2.08 192,894
Consumer Defensive

eBay Inc

2.07 192,652
Consumer Cyclical

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