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Morningstar

Strive 500 ETF STRV

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

Morningstar’s Analysis STRV

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

  • People Pillar

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

Strive 500 ETF retains its 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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings STRV

More STRV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.99 37.0 Mil
Technology

Apple Inc

6.17 32.6 Mil
Technology

NVIDIA Corp

5.01 26.5 Mil
Technology

Amazon.com Inc

3.75 19.8 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.34 12.4 Mil
Communication Services

Alphabet Inc Class A

2.29 12.1 Mil
Communication Services

Alphabet Inc Class C

1.92 10.2 Mil
Communication Services

Eli Lilly and Co

1.46 7.7 Mil
Healthcare

Broadcom Inc

1.45 7.7 Mil
Technology

JPMorgan Chase & Co

1.28 6.8 Mil
Financial Services