Skip to Content
Morningstar

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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit AdvisorShares Dorsey Wright ADR ETF 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AADR

More AADR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S ADR

6.33 1.6 Mil
Healthcare

YPF SA ADR

4.38 1.1 Mil
Energy

ABB Ltd ADR

3.88 977,791
Industrials

Mitsubishi UFJ Financial Group Inc ADR

3.74 942,882
Financial Services

UBS Group AG

3.57 898,975
Financial Services

Embraer SA ADR

3.55 895,092
Industrials

Banco Bilbao Vizcaya Argentaria SA ADR

3.30 832,411
Financial Services

New Oriental Education & Technology Group Inc ADR

3.30 831,652
Consumer Defensive

Banco Macro SA ADR

3.20 806,577
Financial Services

RELX PLC ADR

3.14 790,004
Industrials