Skip to Content
Morningstar

SP Funds S&P 500 Sharia Industry Ex ETF SPUS

Morningstar Medalist Rating
Medalist Rating as of | See SP Funds Investment Hub

Morningstar’s Analysis SPUS

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

  • People Pillar

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

SP Funds S&P 500 Sharia Industry Ex ETF retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SPUS

More SPUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.15 63.1 Mil
Technology

Apple Inc

9.62 50.0 Mil
Technology

NVIDIA Corp

8.34 43.3 Mil
Technology

Meta Platforms Inc Class A

4.35 22.6 Mil
Communication Services

Alphabet Inc Class A

3.58 18.6 Mil
Communication Services

Alphabet Inc Class C

3.04 15.8 Mil
Communication Services

Eli Lilly and Co

2.33 12.1 Mil
Healthcare

Broadcom Inc

2.30 12.0 Mil
Technology

Exxon Mobil Corp

1.84 9.5 Mil
Energy

Tesla Inc

1.69 8.8 Mil
Consumer Cyclical