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STF Tactical Growth & Income ETF TUGN

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

Morningstar’s Analysis TUGN

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

  • People Pillar

    The People Pillar is our evaluation of the TUGN 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 TUGN’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 STF Tactical Growth& Income 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-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TUGN

More TUGN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.95 3.9 Mil
Technology

Apple Inc

7.64 3.3 Mil
Technology

NVIDIA Corp

5.79 2.5 Mil
Technology

Amazon.com Inc

5.38 2.3 Mil
Consumer Cyclical

Meta Platforms Inc Class A

5.08 2.2 Mil
Communication Services

Broadcom Inc

4.44 1.9 Mil
Technology

Alphabet Inc Class A

2.75 1.2 Mil
Communication Services

Alphabet Inc Class C

2.68 1.2 Mil
Communication Services

Costco Wholesale Corp

2.43 1.1 Mil
Consumer Defensive

Tesla Inc

2.29 996,775
Consumer Cyclical