Advertisement
Skip to Content

Strategas Macro Thematic Opp ETF SAMT

Medalist Rating as of | See Strategas Trust Investment Hub

Morningstar’s Analysis SAMT

Will SAMT 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 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SAMT

  • Current Portfolio Date
  • Equity Holdings 50
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 21.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

12.44
8,621,149
Cash and Equivalents

Sprott Physical Gold Trust

2.99
2,072,240
2.58
1,789,030
Consumer Defensive
2.20
1,525,277
Industrials
2.16
1,495,379
Healthcare
2.09
1,449,756
Technology
2.01
1,389,693
Consumer Cyclical
1.95
1,350,479
Technology

Iron Mountain Inc

1.94
1,343,751
Real Estate
1.88
1,300,896
Healthcare