Morningstar

Strategas Macro Momentum ETF SAMM

Morningstar Medalist Rating
Medalist Rating as of | See Strategas Investment Hub

Morningstar’s Analysis SAMM

Will SAMM outperform in the 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 SAMM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Strategas Macro Momentum ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SAMM

More SAMM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CrowdStrike Holdings Inc Class A

3.16 1M
Technology

HF Sinclair Corp

3.15 1M
Energy

Marathon Petroleum Corp

3.12 1M
Energy

Valero Energy Corp

3.02 1M
Energy

Charles River Laboratories International Inc

2.97 1M
Healthcare

Centene Corp

2.94 1M
Healthcare

Phillips 66

2.88 1M
Energy

Humana Inc

2.77 1M
Healthcare

Fortinet Inc

2.76 1M
Technology

Voya Financial Inc

2.66 990,696
Financial Services

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