Morningstar

Adaptive 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 the 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 Automated Analysis

Morningstar Automated Analysis

Summary

Adaptive Hedged Multi-Asset Income ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings AMAX

More AMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 67.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

27.83 20M
Cash and Equivalents

State Street® SPDR® S&P 500® ETF

19.85 14M
—

FT Vest Gold Strategy Trgt Inc ETF

14.53 11M
—

Strategy Inc Class A

11.44 8M
Technology

iShares Bitcoin Trust ETF

7.28 5M
—

Fidelity Inv MM Government I

5.03 4M
Cash and Equivalents

YieldMax Magnificent 7 Fd Of Opt IncETFs

4.63 3M
—

UBS ETRACS Crude Oil Shares Cov Cll ETN

3.85 3M
—

VanEck Gold Miners ETF

3.83 3M
—

Mstr 261030p0014200

1.02 738,675
—

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