FundX Aggressive ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
FundX Aggressive ETF XNAV
Morningstar’s Analysis XNAV
Will XNAV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the XNAV 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 XNAV’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 60.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Vanguard Growth ETF | 9.46 | 3M | — |
Schwab US Large-Cap Growth ETF™ | 7.75 | 3M | — |
iShares MSCI USA Value Factor ETF | 7.19 | 2M | — |
State Street® SPDR® S&P® Smcndctr ETF | 5.95 | 2M | — |
VanEck Semiconductor ETF | 5.51 | 2M | — |
iShares MSCI EAFE Value ETF | 5.48 | 2M | — |
iShares International Select Div ETF | 5.34 | 2M | — |
Global X Lithium & Battery Tech ETF | 4.68 | 2M | — |
Avantis International Small Cap Val ETF | 4.52 | 2M | — |
iShares Global Clean Energy ETF | 4.18 | 1M | — |
United States