LOWV – AB US Low Volatility Equity ETF – ETF Stock Quote | Morningstar

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Will LOWV outperform in future?

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Process Pillar

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

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

Weakness in AB US Low Volatility Equity ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research

Rated on Jul 31, 2024 Published on Jul 31, 2024

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Current Portfolio Date Sep 26, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 34.0

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Microsoft Corp	8.35	4.5 Mil	Technology
Alphabet Inc Class C	4.42	2.4 Mil	Communication Services
Apple Inc	4.35	2.4 Mil	Technology
Broadcom Inc	3.79	2.1 Mil	Technology
UnitedHealth Group Inc	2.40	1.3 Mil	Healthcare
AbbVie Inc	2.39	1.3 Mil	Healthcare
Alliancebernstein Govt Stif Ssc Fund 64Ba Agis 587	2.27	1.2 Mil	Cash and Equivalents
Oracle Corp	2.13	1.2 Mil	Technology
Fiserv Inc	2.08	1.1 Mil	Technology
Merck & Co Inc	2.05	1.1 Mil	Healthcare

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