DWUS – AdvisorShares DW FSM US Core ETF – ETF Stock Quote | Morningstar

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Will DWUS outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DWUS’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Weakness in AdvisorShares DW FSM US 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 Feb 29, 2024 Published on Feb 29, 2024

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Current Portfolio Date Apr 24, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 100.0

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
iShares MSCI USA Momentum Factor ETF	50.86	51.1 Mil	—
Invesco QQQ Trust	49.02	49.3 Mil	—
Blackrock Treasury Trust Instl 62	0.12	121,464	Government

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