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Morningstar

Syntax Stratified SmallCap ETF SSLY

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

Morningstar’s Analysis SSLY

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

People Pillar

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

Syntax Stratified SmallCap 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SSLY

More SSLY Holdings
  • Current Portfolio Date
  • Equity Holdings 602
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 6.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CareTrust REIT Inc

0.67
111,547
Real Estate

Embecta Corp

0.67
111,051
Healthcare

Plexus Corp

0.66
109,145
Technology

Vericel Corp

0.64
105,165
Healthcare

Haverty Furniture Companies Inc

0.63
104,966
Consumer Cyclical

Perficient Inc

0.63
104,453
Technology

Foot Locker Inc

0.62
102,621
Consumer Cyclical

ePlus Inc

0.61
101,156
Technology

Sanmina Corp

0.56
92,292
Technology

Leslies Inc Ordinary Shares

0.54
89,058
Consumer Cyclical