Advertisement
Skip to Content

Strive 500 ETF STRV

Medalist Rating as of | See Strive Asset Management Investment Hub

Morningstar’s Analysis STRV

Will STRV outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strive 500 ETF’s Process Pillar and Parent Pillar are rated Average, but it still gets enough right for this strategy to retain a Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings STRV

  • Current Portfolio Date
  • Equity Holdings 504
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 29.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.41
14,312,700
Technology
6.57
12,698,476
Technology
3.07
5,932,565
Consumer Cyclical
2.52
4,861,888
Technology
2.00
3,868,174
Communication Services
1.76
3,401,477
Consumer Cyclical
1.75
3,373,180
Communication Services
1.62
3,120,457
Communication Services
1.25
2,419,775
Healthcare
1.21
2,342,422
Energy