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Morningstar

Aptus Drawdown Managed Equity ETF ADME ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See APTUS ETFs Investment Hub

Morningstar’s Analysis ADME

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

  • People Pillar

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

Increased confidence in Aptus Drawdown Managed Equity ETF's prospects relative to its Morningstar Category peers leads to an upgrade in this strategy's Morningstar Medalist Rating to Neutral from Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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