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AXS Astoria Inflation Sensitive ETF PPI

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PPI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PPI

More PPI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares 0-5 Year TIPS Bond ETF

4.93 3.0 Mil
—

Vanguard Short-Term Infl-Prot Secs ETF

4.12 2.5 Mil
—

SPDR® Gold MiniShares

4.07 2.5 Mil
—

Builders FirstSource Inc

3.61 2.2 Mil
Industrials

Rolls-Royce Holdings PLC

3.51 2.1 Mil
Industrials

Suncor Energy Inc

3.34 2.0 Mil
Energy

Valero Energy Corp

3.23 2.0 Mil
Energy

Caterpillar Inc

2.91 1.8 Mil
Industrials

Rheinmetall AG

2.90 1.8 Mil
Industrials

Marathon Petroleum Corp

2.81 1.7 Mil
Energy