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Syntax Stratified LargeCap ETF SSPY

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

Morningstar’s Analysis SSPY

Will SSPY 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 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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Syntax Stratified LargeCap ETF to a Morningstar Medalist Rating of Neutral.

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 SSPY

More SSPY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

0.82 752,726
Energy

Synchrony Financial

0.82 750,964
Financial Services

The Kroger Co

0.81 739,836
Consumer Defensive

Walmart Inc

0.80 730,169
Consumer Defensive

Chevron Corp

0.79 721,061
Energy

Discover Financial Services

0.79 720,704
Financial Services

TJX Companies Inc

0.79 717,135
Consumer Cyclical

Sysco Corp

0.78 712,834
Consumer Defensive

Capital One Financial Corp

0.75 687,582
Financial Services

Ross Stores Inc

0.74 675,635
Consumer Cyclical