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 Holdings 23.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pegasystems Inc

2.77 641,528
Technology

Ball Corp

2.55 591,450
Consumer Cyclical

HP Inc

2.53 587,446
Technology

Trane Technologies PLC Class A

2.46 570,328
Industrials

Tradeweb Markets Inc

2.40 557,200
Financial Services

Ross Stores Inc

2.40 555,608
Consumer Cyclical

Southern Copper Corp

2.14 497,166
Basic Materials

Interactive Brokers Group Inc Class A

2.11 488,134
Financial Services

Capital One Financial Corp

2.10 486,014
Financial Services

Marathon Petroleum Corp

1.72 399,182
Energy

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