Morningstar

USCF ESG Dividend Income ETF UDI

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

Morningstar’s Analysis UDI

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

  • People Pillar

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

USCF ESG Dividend Income ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UDI

More UDI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Jefferies Financial Group Inc

4.63 443,088
Financial Services

Coca-Cola Co

4.53 433,486
Consumer Defensive

Gilead Sciences Inc

4.46 427,331
Healthcare

Paychex Inc

4.42 423,376
Technology

Johnson & Johnson

4.36 417,460
Healthcare

Old Republic International Corp

4.27 409,086
Financial Services

AbbVie Inc

4.15 397,154
Healthcare

The Goldman Sachs Group Inc

4.04 386,936
Financial Services

Bank of New York Mellon Corp

3.97 379,808
Financial Services

Medtronic PLC

3.74 358,189
Healthcare

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