Morningstar

Adaptive Core ETF RULE

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

Morningstar’s Analysis RULE

Will RULE 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 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 Automated Analysis

Morningstar Automated Analysis

Summary

Adaptive Core 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 RULE

More RULE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Micron Technology Inc

5.24 861,754
Technology

Seagate Technology Holdings PLC

4.71 774,242
Technology

Dell Technologies Inc Ordinary Shares - Class C

3.90 641,755
Technology

Palo Alto Networks Inc

3.59 589,852
Technology

Rareview Government Money Market ETF

3.54 582,355
—

JPMorgan Ultra-Short Income ETF

3.51 578,284
—

Invesco S&P 500® Top 50 ETF

3.21 528,027
—

Phillips 66

3.17 521,618
Energy

IQVIA Holdings Inc

3.16 520,727
Healthcare

Marathon Petroleum Corp

3.16 519,859
Energy

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