Morningstar

Siren DIVCON Dividend Defender ETF DFND

Morningstar Medalist Rating
Medalist Rating as of | See SRN Advisors Investment Hub

Morningstar’s Analysis DFND

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

  • People Pillar

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

Siren DIVCON Dividend Defender ETF's recent fee cut leads to an upgrade to this strategy's Morningstar Medalist Rating to Silver from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DFND

More DFND Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DEPOSITS WITH BROKER FOR SHORT POSITIONS

25.03 2.5 Mil
Cash and Equivalents

First American Government Obligs X

13.64 1.3 Mil
Cash and Equivalents

KLA Corp

2.93 288,750
Technology

Cintas Corp

2.50 246,994
Industrials

Visa Inc Class A

2.37 233,230
Financial Services

Procter & Gamble Co

2.36 233,068
Consumer Defensive

Verisk Analytics Inc

2.28 224,856
Industrials

McDonald's Corp

2.24 220,545
Consumer Cyclical

Nordson Corp

2.23 220,319
Industrials

Sherwin-Williams Co

2.23 219,941
Basic Materials

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