STXD – Strive 1000 Dividend Growth ETF – ETF Stock Quote | Morningstar

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Will STXD outperform in future?

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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.

Strive 1000 Dividend Growth ETF retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Oct 3, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 35.1

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Apple Inc	5.15	2.4 Mil	Technology
Broadcom Inc	4.84	2.3 Mil	Technology
Eli Lilly and Co	4.67	2.2 Mil	Healthcare
Microsoft Corp	4.43	2.1 Mil	Technology
UnitedHealth Group Inc	3.37	1.6 Mil	Healthcare
Visa Inc Class A	2.68	1.3 Mil	Financial Services
Mastercard Inc Class A	2.53	1.2 Mil	Financial Services
The Home Depot Inc	2.52	1.2 Mil	Consumer Cyclical
Procter & Gamble Co	2.49	1.2 Mil	Consumer Defensive
Costco Wholesale Corp	2.39	1.1 Mil	Consumer Defensive

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