SSLY – Syntax Stratified SmallCap ETF – ETF Stock Quote | Morningstar

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Will SSLY outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSLY’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Syntax Stratified SmallCap ETF retains its Morningstar Medalist Rating of Silver.

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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 Jul 31, 2024 Published on Jul 31, 2024

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Current Portfolio Date Sep 25, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 7.9

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Lumen Technologies Inc Ordinary Shares	1.37	144,850	Communication Services
Embecta Corp	0.85	89,365	Healthcare
Cinemark Holdings Inc	0.81	85,956	Communication Services
Vericel Corp	0.76	80,308	Healthcare
A10 Networks Inc	0.73	77,032	Technology
Tandem Diabetes Care Inc	0.72	76,112	Healthcare
Plexus Corp	0.70	73,800	Technology
Harmonic Inc	0.69	72,778	Technology
Alarm.com Holdings Inc	0.64	67,620	Technology
Calix Inc	0.60	62,896	Technology

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