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Morningstar

STF Tactical Growth ETF TUG

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

Morningstar’s Analysis TUG

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

  • People Pillar

    The People Pillar is our evaluation of the TUG 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 TUG’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 STF Tactical Growth 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 second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TUG

More TUG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

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Technology

Apple Inc

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Technology

NVIDIA Corp

7.58 14.3 Mil
Technology

Amazon.com Inc

5.12 9.7 Mil
Consumer Cyclical

Broadcom Inc

4.53 8.5 Mil
Technology

Meta Platforms Inc Class A

4.51 8.5 Mil
Communication Services

Alphabet Inc Class A

2.79 5.3 Mil
Communication Services

Alphabet Inc Class C

2.71 5.1 Mil
Communication Services

Costco Wholesale Corp

2.57 4.9 Mil
Consumer Defensive

Tesla Inc

2.36 4.5 Mil
Consumer Cyclical