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WBI BullBear Quality 3000 ETF WBIL

Morningstar Medalist Rating
Medalist Rating as of | See WBI Investment Hub

Morningstar’s Analysis WBIL

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

  • People Pillar

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

Weakness in WBI BullBear Quality 3000 ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WBIL

More WBIL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® Blmbg 1-3 Mth T-Bill ETF

9.97 4.2 Mil
—

Progressive Corp

4.69 2.0 Mil
Financial Services

The Cigna Group

4.57 1.9 Mil
Healthcare

DEPOSITS WITH BROKER FOR SHORT POSITIONS

4.43 1.9 Mil
Cash and Equivalents

American Express Co

4.40 1.9 Mil
Financial Services

Target Corp

4.17 1.8 Mil
Consumer Defensive

Automatic Data Processing Inc

4.15 1.7 Mil
Industrials

Service Corp International

4.07 1.7 Mil
Consumer Cyclical

AMETEK Inc

3.99 1.7 Mil
Industrials

Apollo Global Management Inc Class A

3.96 1.7 Mil
Financial Services