The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
Alexis Practical Tactical ETF LEXI
Morningstar’s Analysis LEXI
Will LEXI outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 53.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Invesco QQQ Trust | 6.09 | 5.1 Mil | — |
Vanguard Dividend Appreciation ETF | 5.87 | 4.9 Mil | — |
Invesco S&P 500® Equal Weight ETF | 5.78 | 4.9 Mil | — |
U.S. Bank Money Market Deposit Account | 5.68 | 4.8 Mil | Cash and Equivalents |
SPDR® Gold Shares | 5.45 | 4.6 Mil | — |
SPDR® S&P MIDCAP 400 ETF Trust | 5.37 | 4.5 Mil | — |
iShares Global 100 ETF | 5.18 | 4.3 Mil | — |
iShares MSCI USA Momentum Factor ETF | 5.09 | 4.3 Mil | — |
Vanguard FTSE Europe ETF | 4.98 | 4.2 Mil | — |
SPDR® Dow Jones Industrial Avrg ETF Tr | 4.97 | 4.2 Mil | — |