Morningstar

Strive 500 ETF STXF

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

Morningstar’s Analysis STXF

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Strive 500 ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings STXF

More STXF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.33 85M
Technology

Apple Inc

7.28 85M
Technology

Microsoft Corp

5.90 69M
Technology

Amazon.com Inc

3.77 44M
Consumer Cyclical

Alphabet Inc Class A

2.48 29M
Communication Services

Broadcom Inc

2.37 27M
Technology

Tesla Inc

2.15 25M
Consumer Cyclical

Meta Platforms Inc Class A

2.08 24M
Communication Services

Alphabet Inc Class C

2.01 23M
Communication Services

Eli Lilly and Co

1.83 21M
Healthcare

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