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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 4.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Arcadium Lithium PLC

0.46 211,607
Basic Materials

Sprouts Farmers Market Inc

0.45 209,471
Consumer Defensive

ATI Inc

0.41 190,074
Industrials

Kirby Corp

0.40 185,663
Industrials

First American Government Obligs X

0.40 185,016
Cash and Equivalents

Alcoa Corp

0.40 184,520
Basic Materials

Abercrombie & Fitch Co Class A

0.39 181,037
Consumer Cyclical

FTAI Aviation Ltd

0.38 177,693
Industrials

Allison Transmission Holdings Inc

0.38 173,853
Consumer Cyclical

Beacon Roofing Supply Inc Class A

0.37 173,349
Industrials