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Adaptive ETF

Adaptive ETF Parent Rating

Average

In a competitive industry, Adaptive ETF does n't differentiate itself enough, leading to an Average Parent Pillar rating.

The firm has proven successful at retaining portfolio management talent, providing continuity for strategies, as displayed by low turnover in the past five years compared with asset management peers. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition. The firm has not had a durable product lineup. Specifically, its five-year risk-adjusted success ratio demonstrates that only 25% of products were both able to survive and beat their respective category median on a risk-adjusted basis. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development.

Adaptive ETF Investments

Exchange-Traded Funds

See All Adaptive ETF ETFs

Market

US ETFs

Total Net Assets

354.40 Mil

Investment Flows (TTM)

−24.96 Mil

Asset Growth Rate (TTM)

−7.66%

# of Share Classes

5
Morningstar Rating # of Share Classes
1
0
3
0
0
Not Rated 1

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