Skip to Content
Morningstar

Strive Enhanced Income Short MaturityETF BUXX

Morningstar Medalist Rating
Medalist Rating as of | See Strive Asset Management Investment Hub

Morningstar’s Analysis BUXX

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Strive Enhanced Income Short MaturityETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BUXX

More BUXX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal Home Loan Mortgage Corp. 2.53%

2.36 2.4 Mil
Securitized

2 Year Treasury Note Future June 24

2.20 2.2 Mil
Government

United States Treasury Bills 0%

1.95 2.0 Mil
Government

Federal Home Loan Mortgage Corp. 3.33%

1.55 1.6 Mil
Securitized

First American Government Obligs X

1.47 1.5 Mil
Cash and Equivalents

Gallatin Clo Viii 2017-1 Ltd/Gallatin Clo Viii 2017-1 Llc 6.68%

1.37 1.4 Mil
Securitized

AMERICAN CREDIT ACCEPTANCE RECEIVABLES TRUST 2022-4 8%

1.32 1.3 Mil
Securitized

PAGAYA AI DEBT TRUST 2024-3 6.57%

1.29 1.3 Mil
Securitized

Federal Home Loan Mortgage Corp. 3.02%

1.11 1.1 Mil
Securitized

Federal Home Loan Mortgage Corp. 5.73%

1.09 1.1 Mil
Securitized