Morningstar

Adaptiv™ Select ETF ADPV

Morningstar Medalist Rating
Medalist Rating as of | See Adaptive ETF Investment Hub

Morningstar’s Analysis ADPV

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Adaptiv™ Select 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 ADPV

More ADPV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hewlett Packard Enterprise Co

6.44 11M
Technology

Viatris Inc

5.17 9M
Healthcare

Roivant Sciences Ltd Ordinary Shares

5.04 9M
Healthcare

RingCentral Inc Class A

4.79 9M
Technology

APA Corp

4.78 9M
Energy

Permian Resources Corp Class A

4.53 8M
Energy

Avantor Inc

4.46 8M
Healthcare

Host Hotels & Resorts Inc

4.34 8M
Real Estate

Centene Corp

4.00 7M
Healthcare

Central Bancompany Inc Class A

3.96 7M
Financial Services

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