Morningstar

AdvisorShares Dorsey Wright ADR ETF AADR

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

Morningstar’s Analysis AADR

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AdvisorShares Dorsey Wright ADR 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 AADR

More AADR 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

Banco Bilbao Vizcaya Argentaria SA ADR

5.46 2M
Financial Services

Mitsubishi UFJ Financial Group Inc ADR

5.21 2M
Financial Services

Compania De Minas Buenaventura SAA ADR

3.79 1M
Basic Materials

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.73 1M
Technology

Barclays PLC ADR

3.67 1M
Financial Services

Sumitomo Mitsui Financial Group Inc ADR

3.39 1M
Financial Services

Ultrapar Participacoes SA ADR

3.38 1M
Energy

Teva Pharmaceutical Industries Ltd

3.16 1M
Healthcare

Nokia Oyj ADR

3.00 1M
Technology

China Yuchai International Ltd

2.99 1M
Consumer Cyclical

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