The portfolio maintains a cost advantage over competitorspriced within the second-cheapest fee quintile among peers.
Morningstar’s Analysis SLX
Will SLX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SLX 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 SLX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 60.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Rio Tinto PLC ADR | 8.75 | 13M | Basic Materials |
BHP Group Ltd ADR | 8.58 | 13M | Basic Materials |
Vale SA ADR | 7.52 | 12M | Basic Materials |
Rio Tinto Ltd | 6.20 | 10M | Basic Materials |
Fortescue Ltd | 5.60 | 9M | Basic Materials |
Nucor Corp | 5.59 | 9M | Basic Materials |
ArcelorMittal SA Depository Receipt | 5.43 | 8M | Basic Materials |
POSCO Holdings Inc ADR | 4.50 | 7M | Basic Materials |
Reliance Inc | 4.38 | 7M | Basic Materials |
Steel Dynamics Inc | 4.21 | 6M | Basic Materials |