Morningstar

SGI Enhanced Core ETF USDX

Morningstar Medalist Rating
Medalist Rating as of | See Summit Global Investment Hub

Morningstar’s Analysis USDX

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

  • People Pillar

    The People Pillar is our evaluation of the USDX 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 USDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SGI Enhanced Core 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings USDX

More USDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −0.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Treasury Money Market Investor

42.04 125M
Cash and Equivalents

Vanguard Federal Money Market Investor

41.79 124M
Cash and Equivalents

North Capital Treasury Money Mkt Instl

8.74 26M
Cash and Equivalents

PIMCO Government Money Market M

2.96 9M
Cash and Equivalents

Fidelity Government Cash Reserves

2.58 8M
Cash and Equivalents

OTHER ASSETS AND LIABILITIES

1.22 4M
—

First American Government Obligs X

0.66 2M
Cash and Equivalents

T. Rowe Price US Treasury Money

0.02 49,536
Cash and Equivalents

Cash Offset

0.01 19,505
—

Put On S&P 500 Oct26

−0.00 −65
—

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