Morningstar

Westwood Salient Enhanced Mid Inc ETF MDST

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

Morningstar’s Analysis MDST

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

  • People Pillar

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

Weakness in Westwood Salient Enhanced Mid Inc ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

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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 MDST

More MDST Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 70.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Williams Companies Inc

9.28 5.1 Mil
Energy

Energy Transfer LP

9.24 5.1 Mil
Energy

Enbridge Inc

8.77 4.8 Mil
Energy

Kinder Morgan Inc Class P

8.36 4.6 Mil
Energy

Enterprise Products Partners LP

8.17 4.5 Mil
Energy

Plains GP Holdings LP Class A

6.39 3.5 Mil
Energy

DT Midstream Inc Ordinary Shares

5.09 2.8 Mil
Energy

Targa Resources Corp

5.04 2.8 Mil
Energy

ONEOK Inc

4.90 2.7 Mil
Energy

Cheniere Energy Inc

4.87 2.7 Mil
Energy

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