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Adaptive Alpha Opportunities ETF AGOX

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AGOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AGOX

More AGOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dreyfus Treasury Secs Cash Mgmt Admin

10.58 30.6 Mil
Corporate

VanEck Semiconductor ETF

10.15 29.3 Mil
—

The Technology Select Sector SPDR® ETF

9.31 26.9 Mil
—

Invesco QQQ Trust

8.93 25.8 Mil
—

Eli Lilly and Co

3.03 8.8 Mil
Healthcare

Super Micro Computer Inc

2.97 8.6 Mil
Technology

NVIDIA Corp

2.44 7.0 Mil
Technology

Vanguard Financials ETF

2.29 6.6 Mil
—

Option on NVIDIA Corp

2.05 5.9 Mil
—

The Energy Select Sector SPDR® ETF

1.90 5.5 Mil
—