Morningstar

Astoria Real Asset ETF PPI

Morningstar Medalist Rating
Medalist Rating as of | See AXS Investment Hub

Morningstar’s Analysis PPI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Astoria Real Asset ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PPI

More PPI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® Gold MiniShares

3.86 6M
—

ExxonMobil Holdings Corp

2.98 5M
Energy

Sprott Physical Copper Trust Ord

2.94 5M
—

Shell PLC ADR (Representing - Ordinary Shares)

2.81 4M
Energy

Caterpillar Inc

2.47 4M
Industrials

ABB Ltd

2.46 4M
Industrials

Freeport-McMoRan Inc

2.39 4M
Basic Materials

GE Vernova Inc

2.38 4M
Industrials

Lockheed Martin Corp

2.37 4M
Industrials

CSX Corp

1.98 3M
Industrials

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