STXK – Strive Small-Cap ETF – ETF Stock Quote | Morningstar

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Will STXK outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable STXK’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Strive Small-Cap ETF retains its Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest 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 2, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 3.4

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Science Applications International Corp	0.36	195,248	Technology
Vornado Realty Trust	0.36	194,800	Real Estate
Genpact Ltd	0.35	192,064	Technology
CommVault Systems Inc	0.34	184,691	Technology
Modine Manufacturing Co	0.34	182,652	Consumer Cyclical
Masimo Corp	0.33	181,843	Healthcare
Freshpet Inc	0.33	179,822	Consumer Defensive
Badger Meter Inc	0.33	179,599	Technology
First American Financial Corp	0.33	177,666	Financial Services
Cabot Corp	0.32	173,052	Basic Materials

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