Morningstar

Cambria LargeCap Shareholder Yield ETF LYLD

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

Morningstar’s Analysis LYLD

Will LYLD 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 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.

A strong management team and sound investment process underpin Cambria LargeCap Shareholder Yield ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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 23.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PayPal Holdings Inc

2.50 134,210
Financial Services

Yum China Holdings Inc

2.45 131,323
Consumer Cyclical

Aflac Inc

2.37 127,154
Financial Services

Toll Brothers Inc

2.31 124,222
Consumer Cyclical

eBay Inc

2.31 123,960
Consumer Cyclical

PulteGroup Inc

2.30 123,526
Consumer Cyclical

Fox Corp Class A

2.27 121,678
Communication Services

CF Industries Holdings Inc

2.26 121,434
Basic Materials

Lennar Corp Class A

2.20 118,121
Consumer Cyclical

Universal Health Services Inc Class B

2.18 117,052
Healthcare

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