BDVG – iMGP Berkshire Dividend Growth ETF – ETF Stock Quote | Morningstar

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Will BDVG outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BDVG’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Weakness in iMGP Berkshire Dividend Growth ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Jun 30, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 41.5

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Bank of America Corp	4.90	337,051	Financial Services
Chevron Corp	4.66	320,661	Energy
Microsoft Corp	4.60	315,994	Technology
JPMorgan Chase & Co	4.35	298,738	Financial Services
Nucor Corp	4.31	296,400	Basic Materials
Qualcomm Inc	4.20	288,811	Technology
Apple Inc	4.06	279,072	Technology
AbbVie Inc	3.87	265,856	Healthcare
Waste Management Inc	3.34	229,340	Industrials
Lockheed Martin Corp	3.23	221,872	Industrials

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