STXV – Strive 1000 Value ETF – ETF Stock Quote | Morningstar

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Will STXV outperform in future?

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Process Pillar

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

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

Strive 1000 Value 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 lowest 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 1, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 18.1

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
JPMorgan Chase & Co	3.10	1.8 Mil	Financial Services
Exxon Mobil Corp	2.91	1.7 Mil	Energy
Johnson & Johnson	2.26	1.3 Mil	Healthcare
Bank of America Corp	1.80	1.1 Mil	Financial Services
Chevron Corp	1.75	1.0 Mil	Energy
International Business Machines Corp	1.38	810,701	Technology
Wells Fargo & Co	1.29	757,679	Financial Services
Philip Morris International Inc	1.24	727,682	Consumer Defensive
Berkshire Hathaway Inc Class B	1.17	683,970	Financial Services
Verizon Communications Inc	1.16	682,002	Communication Services

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