Skip to Content
Morningstar

Strategas Trust

Strategas Trust Parent Rating

Average
Morningstar Manager Research

Since its inception two years ago, Strategas Trust has shown that it will hold its own as a steward of capital, warranting an Average Parent Pillar rating.

Strategas Trust currently runs two vehicles, with a total of$ 105.0 million under management and a roster of eight portfolio managers.

The below-average fees of Strategas Trust's open-end and exchange-traded funds display a commitment to maximizing investor returns. The average net expense ratio for its funds ranks within the second-cheapest quintile of peer asset managers.

To retain an Average rating, Strategas Trust will be expected to maintain a consistent track record of positive investor experience.

Strategas Trust Investments

Exchange-Traded Funds

See All Strategas Trust ETFs

Market

US ETFs

Total Net Assets

104.36 Mil

Investment Flows (TTM)

−11.13 Mil

Asset Growth Rate (TTM)

−10.81%

# of Share Classes

3
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 3
Name
Morningstar Rating Overall
5-Year Category Rank
Strategas Macro Thematic Opp ETF——
Strategas Global Policy Opp ETF——
Strategas Macro Momentum ETF——
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

Sponsor Center