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

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 74.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares 20+ Year Treasury Bond ETF

21.56 14M
—

Fidelity Inv MM Government I

17.87 12M
Cash and Equivalents

State Street® SPDR® S&P 500® ETF

13.16 9M
—

FT Vest Gold Strategy Trgt Inc ETF

10.84 7M
—

iShares Bitcoin Trust ETF

6.42 4M
—

State Street SPDR Port S&P 500 Gr ETF

6.25 4M
—

Strategy Inc Class A

5.70 4M
Technology

VanEck Gold Miners ETF

4.44 3M
—

Cash

3.82 3M
Cash and Equivalents

UBS ETRACS Crude Oil Shares Cov Cll ETN

3.71 2M
—

Sponsor Center