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Alexis Practical Tactical ETF LEXI

Morningstar Medalist Rating
Medalist Rating as of | See Alexis Practical Tactical Investment Hub

Morningstar’s Analysis LEXI

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

People Pillar

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

Alexis Practical Tactical ETF's Average People Pillar and Process Pillar ratings result in 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-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LEXI

More LEXI Holdings
  • Current Portfolio Date
  • Equity Holdings 14
  • Bond Holdings 3
  • Other Holdings 18
  • % Assets in Top 10 Holdings 60.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares MSCI EAFE ETF

7.14
4,696,880
—

SPDR® Dow Jones Industrial Avrg ETF Tr

7.05
4,635,294
—

Vanguard FTSE Europe ETF

6.94
4,560,469
—

Invesco QQQ Trust

6.24
4,100,718
—

Vanguard Dividend Appreciation ETF

6.11
4,019,049
—

Invesco S&P 500® Equal Weight ETF

5.99
3,938,504
—

iShares S&P Mid-Cap 400 Value ETF

5.78
3,798,257
—

SPDR® S&P MIDCAP 400 ETF Trust

5.43
3,569,669
—

Xtrackers MSCI EAFE Hedged Equity ETF

5.13
3,370,759
—

iShares MSCI USA Momentum Factor ETF

4.86
3,194,788
—