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.
SGI Enhanced Core ETF USDX
Morningstar’s Analysis USDX
Will USDX 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 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.
- 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 Federal Money Market Investor | 43.67 | 136M | Cash and Equivalents |
Vanguard Treasury Money Market Investor | 42.14 | 131M | Cash and Equivalents |
North Capital Treasury Money Mkt Instl | 8.20 | 26M | Cash and Equivalents |
PIMCO Government Money Market M | 2.78 | 9M | Cash and Equivalents |
Fidelity Government Cash Reserves | 2.42 | 8M | Cash and Equivalents |
OTHER ASSETS AND LIABILITIES | 0.56 | 2M | — |
First American Government Obligs X | 0.23 | 704,624 | Cash and Equivalents |
T. Rowe Price US Treasury Money | 0.02 | 48,974 | Cash and Equivalents |
Cash Offset | 0.02 | 48,956 | — |
Put On S&P 500 Jun26 | −0.00 | −211 | — |
United States