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AdvisorShares Dorsey Wright ADR ETF AADR

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

Morningstar’s Analysis AADR

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

  • People Pillar

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

Weakness in AdvisorShares Dorsey Wright ADR 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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AADR

More AADR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S ADR

6.54 1.7 Mil
Healthcare

YPF SA ADR

4.57 1.2 Mil
Energy

New Oriental Education & Technology Group Inc ADR

4.07 1.0 Mil
Consumer Defensive

Mitsubishi UFJ Financial Group Inc ADR

3.36 855,339
Financial Services

UBS Group AG

3.36 854,059
Financial Services

ABB Ltd ADR

3.33 847,606
Industrials

Banco Bilbao Vizcaya Argentaria SA ADR

3.23 821,142
Financial Services

BAE Systems PLC ADR

3.21 818,155
Industrials

Cemex SAB de CV ADR

3.13 796,681
Basic Materials

Banco Macro SA ADR

3.07 780,247
Financial Services