Morningstar

Spear Alpha ETF SPRX

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

Morningstar’s Analysis SPRX

Will SPRX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Spear Alpha 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 SPRX

More SPRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 70.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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6.05 12M
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Space Exploration Technologies Corp Class A

5.11 10M
Industrials

Credo Technology Group Holding Ltd

4.73 10M
Technology

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