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Morningstar

Alpha Architect Merlyn.AI Bl-Rdr B-F ETF WIZ

Morningstar Medalist Rating
Medalist Rating as of | See Alpha Architect Investment Hub

Morningstar’s Analysis WIZ

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

People Pillar

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

A recent fee change and trends in other areas lead to a downgrade to Alpha Architect Merlyn.AI Bl-Rdr B-F ETF's Morningstar Medalist Rating to Negative from Bronze.

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. The strategy changed its peer group in October, moving from the Moderately Aggressive Allocation category to the Moderate Allocation Morningstar Category.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WIZ

More WIZ Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings —
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

US DOLLARS

100.03
15,140,950
Cash and Equivalents

DEPOSITS WITH BROKER FOR SHORT POSITIONS

−0.03
−5,138
Cash and Equivalents