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Morningstar

Strive Small-Cap ETF STXK

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

Morningstar’s Analysis STXK

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

  • People Pillar

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

Strive Small-Cap ETF retains its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings STXK

More STXK Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Abercrombie & Fitch Co Class A

0.48 221,481
Consumer Cyclical

Insmed Inc

0.45 211,396
Healthcare

Arcadium Lithium PLC

0.45 209,747
Basic Materials

Sprouts Farmers Market Inc

0.44 205,162
Consumer Defensive

Alcoa Corp

0.43 200,207
Basic Materials

ATI Inc

0.42 196,298
Industrials

First American Government Obligs X

0.41 190,018
Cash and Equivalents

Kirby Corp

0.40 188,528
Industrials

FTAI Aviation Ltd

0.39 179,304
Industrials

Beacon Roofing Supply Inc Class A

0.38 176,018
Industrials