The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Strategas Macro Thematic Opp ETF to a Morningstar Medalist Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Morningstar’s Analysis SAMT
Will SAMT outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 50
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 21.6