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Strategas Global Policy Opp ETF SAGP

Medalist Rating as of | See Strategas Trust Investment Hub

Morningstar’s Analysis SAGP

Will SAGP outperform in future?

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Strategas Global Policy Opp ETF to a Morningstar Medalist Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings SAGP

  • Current Portfolio Date
  • Equity Holdings 98
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 19.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

3.48
1,140,004
Cash and Equivalents
2.15
703,444
Healthcare
2.10
689,016
Technology
2.05
671,469
Healthcare
1.94
636,705
Technology
1.94
636,471
Industrials
1.94
634,557
Healthcare
1.94
634,052
Healthcare
1.93
632,069
Technology
1.92
627,640
Technology