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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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Weakness in Adaptive Core ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative. 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 16
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 94.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® Blmbg 1-3 Mth T-Bill ETF

52.88
30,806,487
—

WisdomTree Floating Rate Treasury ETF

12.87
7,497,841
—

Goldman Sachs Access Treasury 0-1 Yr ETF

11.86
6,908,422
—

iShares® 0-3 Month Treasury Bond ETF

11.68
6,806,820
—

iShares Core Conservative Allocation ETF

1.25
725,812
—

Health Care Select Sector SPDR® ETF

1.19
693,017
—

WisdomTree US Quality Dividend Gr ETF

0.83
481,337
—

American Equity Investment Life Holding Co

0.52
301,776
Financial Services

S&P Global Inc

0.50
292,978
Financial Services

Procter & Gamble Co

0.47
274,820
Consumer Defensive