Morningstar

Stratified LargeCap Index ETF SSPY

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

Morningstar’s Analysis SSPY

Will SSPY outperform in the 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 SSPY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Stratified LargeCap Index ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SSPY

More SSPY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

1.27 2M
Technology

Capital One Financial Corp

1.20 2M
Financial Services

Synchrony Financial

1.08 1M
Financial Services

International Business Machines Corp

0.86 1M
Technology

Sysco Corp

0.82 1M
Consumer Defensive

Ross Stores Inc

0.80 1M
Consumer Cyclical

Cash & Cash Equivalents

0.78 1M
Cash and Equivalents

Costco Wholesale Corp

0.74 959,804
Consumer Defensive

TJX Companies Inc

0.71 917,910
Consumer Cyclical

Meta Platforms Inc Class A

0.71 914,282
Communication Services

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