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Adaptive Alpha Opportunities ETF AGOX

Medalist Rating as of | See Adaptive ETF Investment Hub

Morningstar’s Analysis AGOX

Will AGOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Adaptive Alpha Opportunities ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings AGOX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 51.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

VanEck Semiconductor ETF

12.02 33.2 Mil

Option on NVIDIA Corp

12.02 33.2 Mil

The Technology Select Sector SPDR® ETF

9.06 25.0 Mil

NVIDIA Corp

7.22 20.0 Mil
Technology

Invesco QQQ Trust

5.93 16.4 Mil

Eli Lilly and Co

3.24 9.0 Mil
Healthcare

Microsoft Corp

2.50 6.9 Mil
Technology

Booking Holdings Inc

2.45 6.8 Mil
Consumer Cyclical

Vanguard Financials ETF

2.19 6.1 Mil

Invesco S&P 500® Equal Weight Tech ETF

1.98 5.5 Mil