Morningstar

Adaptiv™ Select ETF ADPV

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

Morningstar’s Analysis ADPV

Will ADPV outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Adaptiv™ Select ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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 47.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hewlett Packard Enterprise Co

5.93 10M
Technology

Roivant Sciences Ltd Ordinary Shares

5.23 9M
Healthcare

Viatris Inc

5.16 9M
Healthcare

APA Corp

4.70 8M
Energy

Avantor Inc

4.51 8M
Healthcare

RingCentral Inc Class A

4.49 8M
Technology

Permian Resources Corp Class A

4.39 8M
Energy

Host Hotels & Resorts Inc

4.32 8M
Real Estate

Centene Corp

4.19 7M
Healthcare

Central Bancompany Inc Class A

3.97 7M
Financial Services

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