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Syntax Stratified MidCap ETF SMDY

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.

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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings SMDY

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 11.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Scotts Miracle Gro Co Class A

1.78 192,816
Basic Materials

Coty Inc Class A

1.44 155,959
Consumer Defensive

Healthcare Realty Trust Inc

1.38 148,904
Real Estate

Lumentum Holdings Inc

1.16 125,242
Technology

Ciena Corp

1.05 113,916
Technology

GoDaddy Inc Class A

0.95 102,228
Technology

Iridium Communications Inc

0.86 93,157
Communication Services

Frontier Communications Parent Inc

0.86 92,836
Communication Services

Doximity Inc Class A

0.81 87,575
Healthcare

Dynatrace Inc Ordinary Shares

0.81 87,241
Technology