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Syntax Stratified US Ttl Mkt Hgd ETF SHUS

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

Morningstar’s Analysis SHUS

Will SHUS outperform in 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.

Syntax Stratified US Ttl Mkt Hgd ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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

Syntax Stratified LargeCap ETF

80.82 26.7 Mil
—

Syntax Stratified MidCap ETF

9.65 3.2 Mil
—

Syntax Stratified SmallCap ETF

5.04 1.7 Mil
—

Spdr S+p 500 Etf Trust Dec25 540 Put

2.70 890,198
—

Spdr S+p 500 Etf Trust Dec25 490 Put

1.68 554,170
—

Us Dollar

0.11 37,883
Cash and Equivalents