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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 People Pillar and Process 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 53.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Option on NVIDIA Corp

17.30 43.8 Mil

Invesco QQQ Trust

14.54 36.8 Mil

VanEck Semiconductor ETF

9.63 24.4 Mil

Technology Select Sector SPDR® ETF

9.46 24.0 Mil

Meta Platforms Inc Class A

4.57 11.6 Mil
Communication Services

NVIDIA Corp

4.14 10.5 Mil
Technology

Microsoft Corp

3.49 8.8 Mil
Technology

Energy Select Sector SPDR® ETF

3.44 8.7 Mil

Option on NVIDIA Corp

2.91 7.4 Mil

Eli Lilly and Co

2.61 6.6 Mil
Healthcare