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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’s management team is rated Average, but a solid investment process still helps this strategy retain 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 cheapest 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 11.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Scotts Miracle Gro Co Class A

1.86 189,549
Basic Materials

Coty Inc Class A

1.65 168,185
Consumer Defensive

Healthcare Realty Trust Inc

1.30 132,681
Real Estate

Lumentum Holdings Inc

1.08 109,716
Technology

Ciena Corp

1.00 102,378
Technology

GoDaddy Inc Class A

0.88 89,965
Technology

Qualys Inc

0.83 84,557
Technology

Iridium Communications Inc

0.82 83,290
Communication Services

Dynatrace Inc Ordinary Shares

0.80 82,154
Technology

Duolingo Inc

0.76 77,089
Technology