The portfolio maintains a sizable cost advantage over competitorspriced within the least expensive 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 61.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Rio Tinto PLC ADR | 10.71 | 15M | Basic Materials |
Vale SA ADR | 9.37 | 13M | Basic Materials |
Nucor Corp | 5.68 | 8M | Basic Materials |
ArcelorMittal SA Depository Receipt | 5.54 | 8M | Basic Materials |
Steel Dynamics Inc | 5.35 | 7M | Basic Materials |
Warrior Met Coal Inc | 5.12 | 7M | Basic Materials |
Tenaris SA ADR | 5.10 | 7M | Energy |
Carpenter Technology Corp | 5.06 | 7M | Industrials |
ATI Inc | 5.02 | 7M | Industrials |
Gerdau SA ADR | 4.62 | 6M | Basic Materials |