Morningstar

AdvisorShares Q Dynamic Growth ETF QPX

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

Morningstar’s Analysis QPX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AdvisorShares Q Dynamic Growth 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 QPX

More QPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 97.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street®TechSelSectSPDR®ETF

19.45 6M
—

iShares US Technology ETF

18.66 6M
—

iShares Core S&P Small-Cap ETF

17.40 6M
—

SPDR® Gold Shares

13.42 4M
—

State Street® CnsmrDiscSelSectSPDR®ETF

12.62 4M
—

State Street® CommServSelSectSPDR®ETF

8.80 3M
—

Sprott Physical Gold Trust

7.23 2M
—

Fidelity Instl Mmkt Govt 57

2.43 800,747
Cash and Equivalents

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