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Adaptiv™ Select ETF ADPV

Morningstar Medalist Rating
Medalist Rating as of | See Adaptive ETF Investment Hub

Morningstar’s Analysis ADPV

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Adaptiv ™ Select 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

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Portfolio Holdings ADPV

More ADPV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vertiv Holdings Co Class A

5.99 3.3 Mil
Industrials

Vistra Corp

5.99 3.3 Mil
Utilities

AppLovin Corp Ordinary Shares - Class A

5.55 3.0 Mil
Technology

Core & Main Inc Class A

5.37 3.0 Mil
Industrials

Nutanix Inc Class A

4.99 2.7 Mil
Technology

NRG Energy Inc

4.86 2.7 Mil
Utilities

Uber Technologies Inc

4.54 2.5 Mil
Technology

Blue Owl Capital Inc Ordinary Shares - Class A

4.32 2.4 Mil
Financial Services

Informatica Inc

4.09 2.2 Mil
Technology

Kyndryl Holdings Inc Ordinary Shares

4.08 2.2 Mil
Technology