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Morningstar

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

AXS Astoria Inflation Sensitive ETF earns a Morningstar Medalist Rating of Negative on the basis of subpar People and Parent Pillar ratings. The portfolio maintains a cost advantage over competitors, priced within the 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 May 26, 2023
  • Equity Holdings 40
  • Bond Holdings 0
  • Other Holdings 15
  • % Assets in Top 10 Holdings 35.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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iShares 0-5 Year TIPS Bond ETF

3.61
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3.61
2,180,488
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