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Morningstar

Syntax Stratified MidCap ETF SMDY

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

Morningstar’s Analysis SMDY

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

  • People Pillar

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

Syntax Stratified MidCap ETF retains its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SMDY

More SMDY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Scotts Miracle Gro Co Class A

1.77 210,904
Basic Materials

Coty Inc Class A

1.69 201,455
Consumer Defensive

Frontier Communications Parent Inc

1.25 149,085
Communication Services

Lumentum Holdings Inc

1.23 146,746
Technology

Ciena Corp

1.22 145,553
Technology

Healthcare Realty Trust Inc

1.21 144,878
Real Estate

Iridium Communications Inc

1.20 143,531
Communication Services

Doximity Inc Class A

1.07 128,079
Healthcare

Ziff Davis Inc

1.00 119,435
Communication Services

Qualys Inc

0.81 96,499
Technology