Advertisement
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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

RH Hedged Multi-Asset Income ETF's Average Process and Parent pillars limit this strategy to a Morningstar Medalist Rating of Neutral. 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 4
  • Bond Holdings 2
  • Other Holdings 10
  • % Assets in Top 10 Holdings 71.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

28.59
13,767,376
Cash and Equivalents

Global X NASDAQ 100 Covered Call ETF

21.69
10,443,769
—

Global X S&P 500® Covered Call ETF

21.24
10,227,277
—

iShares 20+ Year Treasury Bond ETF

19.16
9,223,981
—

Global X MLP ETF

2.88
1,386,712
—

iShares US Oil & Gas Explor & Prod ETF

1.72
826,678
—

NuStar Energy LP

1.08
521,285
Energy

Dorchester Minerals LP

1.00
482,627
Energy

USA Compression Partners LP

0.98
472,538
Energy

Black Stone Minerals LP Partnership Units

0.85
411,479
Energy