Morningstar

AdvisorShares HVAC and Industrials ETF HVAC

Morningstar Medalist Rating
Medalist Rating as of | See AdvisorShares Investment Hub

Morningstar’s Analysis HVAC

Will HVAC 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 HVAC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AdvisorShares HVAC and Industrials ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HVAC

More HVAC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AMETEK Inc

5.88 715,050
Industrials

Bloom Energy Corp Class A

5.78 702,471
Industrials

3M Co

5.39 655,275
Industrials

Jabil Inc

5.04 612,277
Technology

Hitachi Ltd ADR

4.91 596,320
Industrials

Generac Holdings Inc

4.88 593,169
Industrials

EMCOR Group Inc

4.73 575,417
Industrials

Belden Inc

4.69 570,048
Technology

Ferguson Enterprises Inc

4.63 562,833
Industrials

Emerson Electric Co

4.56 554,574
Industrials

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