Morningstar

SMART Trend 25 ETF STRN

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

Morningstar’s Analysis STRN

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SMART Trend 25 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 STRN

More STRN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Palantir Technologies Inc Ordinary Shares - Class A

7.33 2M
Technology

Welltower Inc

7.31 2M
Real Estate

Valero Energy Corp

6.79 2M
Energy

Southern Copper Corp

6.57 2M
Basic Materials

Amphenol Corp Class A

5.94 2M
Technology

Marathon Petroleum Corp

5.59 2M
Energy

ExxonMobil Holdings Corp

5.59 2M
Energy

Analog Devices Inc

4.86 1M
Technology

Capital One Financial Corp

4.81 1M
Financial Services

Chevron Corp

4.73 1M
Energy

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