Spear Alpha ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Spear Alpha ETF SPRX
Morningstar’s Analysis SPRX
Will SPRX 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 SPRX 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 SPRX’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 60.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Coherent Corp | 9.26 | 23M | Technology |
ARM Holdings PLC ADR | 7.67 | 19M | Technology |
Astera Labs Inc | 7.61 | 19M | Technology |
KLA Corp | 6.63 | 16M | Technology |
TeraWulf Inc | 5.34 | 13M | Financial Services |
MKS Inc | 5.14 | 13M | Technology |
MACOM Technology Solutions Holdings Inc | 4.83 | 12M | Technology |
Cloudflare Inc | 4.81 | 12M | Technology |
Marvell Technology Inc | 4.78 | 12M | Technology |
Applied Digital Corp | 4.56 | 11M | Technology |
United States