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Xtrackers S&P 500 Value ESG ETF SNPV

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

Morningstar’s Analysis SNPV

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

  • People Pillar

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

A sound investment process and strong management team underpin Xtrackers S&P 500 Value ESG ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 SNPV

More SNPV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

4.24 253,344
Financial Services

Walmart Inc

2.16 128,972
Consumer Defensive

UnitedHealth Group Inc

2.06 123,069
Healthcare

Chevron Corp

2.00 119,272
Energy

Bank of America Corp

1.99 118,888
Financial Services

Procter & Gamble Co

1.78 106,304
Consumer Defensive

The Home Depot Inc

1.58 94,251
Consumer Cyclical

Merck & Co Inc

1.45 86,850
Healthcare

Cisco Systems Inc

1.42 84,841
Technology

AbbVie Inc

1.39 83,143
Healthcare