Morningstar

WBI BullBear Value 3000 ETF WBIF

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

Morningstar’s Analysis WBIF

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WBI BullBear Value 3000 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 WBIF

More WBIF Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings24.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tradeweb Markets Inc

3.13674,854
Financial Services

Ball Corp

3.06658,483
Consumer Cyclical

Ross Stores Inc

2.75591,879
Consumer Cyclical

Pegasystems Inc

2.73589,043
Technology

HP Inc

2.63566,581
Technology

Capital One Financial Corp

2.33500,959
Financial Services

Genpact Ltd

2.11454,044
Technology

Selective Insurance Group Inc

2.05442,295
Financial Services

CDW Corp

2.04438,304
Technology

Allegion PLC

1.98426,921
Industrials

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