SYUS – Syntax Stratified US Total Market ETF – ETF Stock Quote | Morningstar

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

The People Pillar is our evaluation of the SYUS 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 SYUS’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 US Total Market 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 May 31, 2024 Published on May 31, 2024

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Current Portfolio Date Jul 25, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 100.0

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Syntax Stratified LargeCap ETF	84.49	19.3 Mil	—
Syntax Stratified MidCap ETF	10.14	2.3 Mil	—
Syntax Stratified SmallCap ETF	5.32	1.2 Mil	—
Us Dollar	0.04	10,213	Cash and Equivalents

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