SSXU – Day Hagan/Ned Davis Rsh Smrt SectIntlETF – ETF Stock Quote | Morningstar

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Will SSXU outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSXU’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Day Hagan/ Ned Davis Rsh Smrt SectIntlETF's recent Process Pillar rating upgrade more than offsets the negative impact of its fee hike, resulting in an increase in its Morningstar Medalist Rating to Neutral from Negative.

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research

Rated on Feb 29, 2024 Published on Feb 29, 2024

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