Morningstar

Strive Mid-Cap ETF STXM

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

Morningstar’s Analysis STXM

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

  • People Pillar

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

Strive Mid-Cap ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings STXM

More STXM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Carlisle Companies Inc

0.59 74,350
Industrials

EMCOR Group Inc

0.57 71,969
Industrials

NRG Energy Inc

0.55 69,597
Utilities

Williams-Sonoma Inc

0.55 69,224
Consumer Cyclical

Packaging Corp of America

0.55 69,105
Consumer Cyclical

Texas Pacific Land Corp

0.54 67,932
Energy

Chesapeake Energy Corp Ordinary Shares - New

0.54 67,496
Energy

AerCap Holdings NV

0.52 65,383
Industrials

Avery Dennison Corp

0.50 62,927
Consumer Cyclical

Burlington Stores Inc

0.48 61,044
Consumer Cyclical

Sponsor Center