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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 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.

Strive 1000 Dividend Growth ETF retains 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

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Portfolio Holdings STXD

More STXD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

5.98 2.5 Mil
Technology

Microsoft Corp

5.27 2.2 Mil
Technology

Eli Lilly and Co

5.01 2.1 Mil
Healthcare

Broadcom Inc

4.73 2.0 Mil
Technology

UnitedHealth Group Inc

2.92 1.2 Mil
Healthcare

Visa Inc Class A

2.72 1.1 Mil
Financial Services

Procter & Gamble Co

2.55 1.1 Mil
Consumer Defensive

Costco Wholesale Corp

2.45 1.0 Mil
Consumer Defensive

Mastercard Inc Class A

2.38 986,890
Financial Services

Johnson & Johnson

2.26 936,911
Healthcare