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Morningstar

Adaptive ETF

Adaptive ETF Parent Rating

Average
Morningstar Manager Research

Adaptive ETF has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

Portfolio management turnover has been minimal at the firm over the past five years. Long-term stability signals a strong investment culture. Looking at the firm's risk-adjusted performance, the product lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average three-year Morningstar Rating is 2.8 stars. 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.

Adaptive ETF Investments

Exchange-Traded Funds

See All Adaptive ETF ETFs

Market

US ETFs

Total Net Assets

400.34 Mil

Investment Flows (TTM)

−10.77 Mil

Asset Growth Rate (TTM)

−3.05%

# of Share Classes

5
Morningstar Rating # of Share Classes
1
0
3
0
0
Not Rated 1
Name
Morningstar Rating Overall
5-Year Category Rank
Adaptive Alpha Opportunities ETF6
RH Tactical Rotation ETF39
RH Tactical Outlook ETF64
Adaptive Hedged Multi-Asset Income ETF87
Adaptiv™ Select ETF——
View All 5-Star Standouts

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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