Morningstar

Stratified LargeCap Hedged ETF SHUS

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

Morningstar’s Analysis SHUS

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Stratified LargeCap Hedged ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SHUS

More SHUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Stratified LargeCap Index ETF

99.65 25M
—

Spx Us 09/18/26 P6740

0.44 109,310
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Cash & Cash Equivalents

0.06 15,065
Cash and Equivalents

Us Dollar Broker

0.00 880
Cash and Equivalents

Spx Us 09/18/26 P6000

−0.16 −39,950
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