Morningstar

SP Funds Dow Jones Global Sukuk ETF SPSK

Morningstar Medalist Rating
Medalist Rating as of | See SP Funds Investment Hub

Morningstar’s Analysis SPSK

Will SPSK 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 SPSK’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SP Funds Dow Jones Global Sukuk 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
Rated on Published on

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Portfolio Holdings SPSK

More SPSK Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

KSA Ijarah Sukuk Ltd. 4.88%

1.64 7M
Government

KSA Sukuk Limited 4.27%

1.62 7M
Government

KSA Sukuk Limited 4.51%

1.62 7M
Government

Global Sukuk Ventures QPJSC 4.25%

1.49 7M
Corporate

SUCI Second Investment Co. 6%

1.40 6M
Corporate

KSA Sukuk Limited 5.27%

1.39 6M
Government

OTHER ASSETS AND LIABILITIES

1.38 6M
—

SA Global Sukuk Ltd. 2.69%

1.34 6M
Corporate

KSA Sukuk Limited 2.97%

1.28 6M
Government

KSA Sukuk Limited 5.25%

1.19 5M
Government

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