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AXS Astoria Inflation Sensitive ETF PPI

Medalist Rating as of | See AXS Investment Hub

Morningstar’s Analysis PPI

Will PPI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in AXS Astoria Inflation Sensitive ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings PPI

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 34.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Dollars

8.62 7.1 Mil
Cash and Equivalents

Schwab US TIPS ETF™

5.11 4.2 Mil

SPDR® Gold MiniShares

4.17 3.4 Mil

BondBloxx Bloomberg SixMthTrgDurUSTrsETF

3.99 3.3 Mil

Suncor Energy Inc

3.26 2.7 Mil
Energy

Rolls-Royce Holdings PLC

3.08 2.5 Mil
Industrials

Valero Energy Corp

3.00 2.5 Mil
Energy

EMCOR Group Inc

2.95 2.4 Mil
Industrials

Exxon Mobil Corp

2.85 2.3 Mil
Energy

Caterpillar Inc

2.82 2.3 Mil
Industrials