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Morningstar

Adaptive Core ETF RULE

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

Morningstar’s Analysis RULE

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

  • People Pillar

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

Weakness in Adaptive Core 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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RULE

More RULE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CrowdStrike Holdings Inc Class A

5.25 1.8 Mil
Technology

United Rentals Inc

3.74 1.3 Mil
Industrials

Meta Platforms Inc Class A

3.72 1.3 Mil
Communication Services

Amphenol Corp Class A

3.71 1.2 Mil
Technology

Exxon Mobil Corp

3.61 1.2 Mil
Energy

Ferguson PLC

3.58 1.2 Mil
Industrials

HubSpot Inc

3.56 1.2 Mil
Technology

Wells Fargo & Co

3.55 1.2 Mil
Financial Services

Microchip Technology Inc

3.53 1.2 Mil
Technology

Apple Inc

3.52 1.2 Mil
Technology