Morningstar

Strive 1000 Dividend Growth ETF STXD

Morningstar Medalist Rating
Medalist Rating as of | See Strive Asset Management Investment Hub

Morningstar’s Analysis STXD

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Strive 1000 Dividend Growth 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 STXD

More STXD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.52 3M
Technology

Eli Lilly and Co

5.24 3M
Healthcare

JPMorgan Chase & Co

5.15 3M
Financial Services

Broadcom Inc

4.86 3M
Technology

Visa Inc Class A

4.05 3M
Financial Services

Mastercard Inc Class A

2.85 2M
Financial Services

Applied Materials Inc

2.83 2M
Technology

Costco Wholesale Corp

2.82 2M
Consumer Defensive

Lam Research Corp

2.60 2M
Technology

The Home Depot Inc

2.25 1M
Consumer Cyclical

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