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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 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.

Weakness in AdvisorShares Q Dynamic Growth ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
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 98.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Health Care Select Sector SPDR® ETF

22.06 5.6 Mil
—

The Consumer Discret Sel SectSPDR® ETF

20.89 5.3 Mil
—

The Technology Select Sector SPDR® ETF

19.82 5.0 Mil
—

iShares US Technology ETF

18.47 4.7 Mil
—

The Comm Svcs Sel Sect SPDR® ETF

8.54 2.2 Mil
—

Vanguard Consumer Discretionary ETF

8.12 2.0 Mil
—

Fidelity Instl Mmkt Govt 57

2.11 530,748
Cash and Equivalents