Skip to Content
Morningstar

RH Hedged Multi-Asset Income ETF AMAX

Morningstar Medalist Rating
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.

  • Process Pillar

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

  • People Pillar

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

A recent fee change and trends in other areas lead to an upgrade to RH Hedged Multi-Asset Income ETF's Morningstar Medalist Rating to Neutral from Negative.

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AMAX

More AMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 70.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

28.62 5.2 Mil
Cash and Equivalents

Invesco QQQ Trust

20.07 3.6 Mil
—

SPDR® S&P 500 ETF Trust

19.80 3.6 Mil
—

iShares 20+ Year Treasury Bond ETF

19.48 3.5 Mil
—

United States Oil

5.10 920,406
—

iShares Russell 2000 ETF

4.45 802,108
—

Alternative Loan Trust 6.5%

0.89 159,821
Securitized

American Home Mortgage Investment Trust 7.71513%

0.69 124,563
Securitized

Fidelity Inv MM Government I

0.53 95,495
Cash and Equivalents

Cwalt Incorporation 5%

0.37 66,896
Securitized