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Syntax Stratified LargeCap ETF SSPY

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

Morningstar’s Analysis SSPY

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

  • People Pillar

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

A drop in its Process Pillar rating is the primary driver of Syntax Stratified LargeCap ETF's downgrade to a Morningstar Medalist Rating of Neutral from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SSPY

More SSPY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chevron Corp

0.85 786,880
Energy

Exxon Mobil Corp

0.84 779,394
Energy

Costco Wholesale Corp

0.83 767,354
Consumer Defensive

TJX Companies Inc

0.80 735,099
Consumer Cyclical

Walmart Inc

0.78 716,577
Consumer Defensive

The Kroger Co

0.76 700,590
Consumer Defensive

Synchrony Financial

0.75 693,252
Financial Services

Sysco Corp

0.72 665,002
Consumer Defensive

Ross Stores Inc

0.71 659,649
Consumer Cyclical

Capital One Financial Corp

0.71 658,019
Financial Services