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Morningstar

Strive 1000 Value ETF STXV

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

Morningstar’s Analysis STXV

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

  • People Pillar

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

Strive 1000 Value ETF retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings STXV

More STXV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

3.77 1.7 Mil
Financial Services

Exxon Mobil Corp

3.54 1.6 Mil
Energy

Chevron Corp

1.98 869,634
Energy

Bank of America Corp

1.80 791,916
Financial Services

Johnson & Johnson

1.77 779,590
Healthcare

Wells Fargo & Co

1.51 663,402
Financial Services

Berkshire Hathaway Inc Class B

1.31 576,313
Financial Services

Walmart Inc

1.30 570,980
Consumer Defensive

Merck & Co Inc

1.20 529,473
Healthcare

AbbVie Inc

1.10 483,261
Healthcare