Morningstar

Syntax Stratified Total Market II ETF SYII

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

Morningstar’s Analysis SYII

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

  • People Pillar

    The People Pillar is our evaluation of the SYII 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 SYII’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 Syntax Stratified Total Market II ETF to a Morningstar Medalist Rating of Neutral.

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SYII

More SYII Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Syntax Stratified LargeCap ETF

84.83 7.4 Mil
—

Syntax Stratified MidCap ETF

9.99 866,735
—

Syntax Stratified SmallCap ETF

5.14 446,385
—

Us Dollar

0.04 3,398
Cash and Equivalents

Sponsor Center