Morningstar

Strategas Macro Thematic Opportunities ETF SAMT

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

Morningstar’s Analysis SAMT

Will SAMT 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 SAMT’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Strategas Macro Thematic Opp ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SAMT

More SAMT 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

Cash

17.76 141M
Cash and Equivalents

Phillips 66

3.13 25M
Energy

Advanced Micro Devices Inc

3.08 24M
Technology

AbbVie Inc

3.06 24M
Healthcare

Rocket Lab Corp

2.97 24M
Industrials

Target Corp

2.94 23M
Consumer Defensive

Visa Inc Class A

2.94 23M
Financial Services

Lumentum Holdings Inc

2.89 23M
Technology

CrowdStrike Holdings Inc Class A

2.89 23M
Technology

Eaton Corp PLC

2.79 22M
Industrials

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