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Syntax Stratified US Ttl Mkt Hgd ETF SHUS

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.

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. The strategy changed its peer group in March, moving from the Large Blend category to the Mid-Cap Blend Morningstar Category.

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Portfolio Holdings SHUS

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Syntax Stratified LargeCap ETF

82.50 26.8 Mil

Syntax Stratified MidCap ETF

9.60 3.1 Mil

Syntax Stratified SmallCap ETF

4.73 1.5 Mil

Spdr S+p 500 Etf Trust Dec25 490 Put

3.00 973,044

Us Dollar

0.17 55,910
Cash and Equivalents