Morningstar

Adaptive Alpha Opportunities ETF AGOX

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

Morningstar’s Analysis AGOX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Adaptive Alpha Opportunities ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings AGOX

More AGOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

35.54 134M
Cash and Equivalents

Invesco QQQ Trust

13.33 50M
—

State Street®TechSelSectSPDR®ETF

6.65 25M
—

Vanguard FTSE Emerging Markets ETF

4.70 18M
—

Fidelity Inv MM Government I

3.32 13M
Cash and Equivalents

State Street®MatSelSectSPDR®ETF

3.18 12M
—

iShares Global Infrastructure ETF

2.77 10M
—

State Street®HlthCrSelSectSPDR®ETF

2.62 10M
—

iShares MSCI USA Momentum Factor ETF

2.52 10M
—

iShares MSCI EAFE Value ETF

2.13 8M
—

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