Skip to Content

Alexis Practical Tactical ETF LEXI

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.

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 cost advantage over competitors, priced within the second-lowest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LEXI

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 53.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Bank Money Market Deposit Account

8.02 6.8 Mil
Cash and Equivalents

Invesco QQQ Trust

6.31 5.4 Mil

Vanguard Dividend Appreciation ETF

5.91 5.0 Mil

Invesco S&P 500® Equal Weight ETF

5.72 4.9 Mil

SPDR® Gold Shares

5.28 4.5 Mil

SPDR® S&P MIDCAP 400 ETF Trust

5.28 4.5 Mil

iShares MSCI USA Momentum Factor ETF

5.25 4.5 Mil

iShares Global 100 ETF

5.22 4.5 Mil

SPDR® Dow Jones Industrial Avrg ETF Tr

4.91 4.2 Mil

Vanguard FTSE Europe ETF

4.76 4.1 Mil