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Morningstar

Spear Alpha ETF SPRX

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

Morningstar’s Analysis SPRX

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

  • 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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Spear Alpha 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 second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPRX

More SPRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 64.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.70 7.1 Mil
Technology

Zscaler Inc

9.70 6.4 Mil
Technology

Advanced Micro Devices Inc

7.35 4.9 Mil
Technology

Snowflake Inc Ordinary Shares - Class A

7.08 4.7 Mil
Technology

SentinelOne Inc Class A

5.96 3.9 Mil
Technology

Marvell Technology Inc

4.79 3.2 Mil
Technology

CrowdStrike Holdings Inc Class A

4.69 3.1 Mil
Technology

Freeport-McMoRan Inc

4.69 3.1 Mil
Basic Materials

Confluent Inc Class A

4.63 3.1 Mil
Technology

HubSpot Inc

4.55 3.0 Mil
Technology