Morningstar

Strive 1000 Value ETF STXV

Morningstar Medalist Rating
Medalist Rating as of | See Strive Asset Management Investment Hub

Morningstar’s Analysis STXV

Will STXV 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Strive 1000 Value ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings STXV

More STXV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ExxonMobil Holdings Corp

4.29 3M
Energy

Chevron Corp

2.48 2M
Energy

Bank of America Corp

1.86 1M
Financial Services

Wells Fargo & Co

1.40 1M
Financial Services

UnitedHealth Group Inc

1.39 1M
Healthcare

Procter & Gamble Co

1.28 991,984
Consumer Defensive

Berkshire Hathaway Inc Class B

1.21 937,489
Financial Services

AbbVie Inc

1.15 894,055
Healthcare

Merck & Co Inc

1.09 849,706
Healthcare

ConocoPhillips

1.04 807,710
Energy

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