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Strategas Global Policy Opp ETF SAGP

Morningstar Medalist Rating
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.

  • Process Pillar

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

  • People Pillar

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

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SAGP

More SAGP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

2.26 798,849
Cash and Equivalents

Eastman Chemical Co

2.19 776,973
Basic Materials

Domino's Pizza Inc

2.15 759,711
Consumer Cyclical

Occidental Petroleum Corp

2.14 758,242
Energy

Lockheed Martin Corp

2.13 754,307
Industrials

General Dynamics Corp

2.08 737,889
Industrials

Textron Inc

2.07 733,531
Industrials

Fox Corp Class A

2.06 730,187
Communication Services

A.O. Smith Corp

2.05 726,437
Industrials

Edwards Lifesciences Corp

2.04 721,998
Healthcare