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RH Hedged Multi-Asset Income ETF AMAX

Medalist Rating as of | See Adaptive ETF Investment Hub

Morningstar’s Analysis AMAX

Will AMAX outperform in future?

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

RH Hedged Multi-Asset Income 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

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.

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Portfolio Holdings AMAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 69.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

30.01 5.8 Mil
Cash and Equivalents

Invesco QQQ Trust

20.26 3.9 Mil

SPDR® S&P 500 ETF Trust

19.66 3.8 Mil

iShares 20+ Year Treasury Bond ETF

18.71 3.6 Mil

United States Oil

4.57 878,882

iShares Russell 2000 ETF

4.44 853,809

Alternative Loan Trust 6.5%

0.89 171,144
Securitized

American Home Mortgage Investment Trust 7.6523%

0.62 118,736
Securitized

Fidelity Inv MM Government I

0.52 100,297
Cash and Equivalents

Cwalt Incorporation 5%

0.35 66,902
Securitized