AADR
AdvisorShares Dorsey Wright ADR ETFAADR Fund Description
AADR is an actively managed ETF that aims to outperform the international market by holding ADRs with high Relative Strength.
AADR Factset Analytics Insight
AADR is an actively managed portfolio of international stocks chosen for their strong price momentum (Relative Strength, as defined by sub-advisor Dorsey Wright and Associates), and gains its exposure to these stocks via ADRs. The fund is highly concentrated compared to our benchmark, which has several thousand holdings. Handpicking a few dozen names from this universe will necessarily result in a poor Fit score. AADR is very pricey and can be expensive to trade, so make sure its strategy is worth its cost. Large institutions in particular may face significant trading hurdles due to an illiquid basket. AADR changed its name, strategy, and sub-advisor in August 2016. The fund previously sought out ADRs with growth characteristics. Today, the fund’s prospectus notes that the sub-advisor does not consider company fundamentals in its analysis. Though the sub-advisor aims for diversified sector and industry exposure, it does not target a particular allocation between developed and emerging markets.
AADR MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of January 17, 2019 the AdvisorShares Dorsey Wright ADR ETF MSCI ESG Fund Quality Score is 4.92 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. AADR ranks in the 3th percentile within its peer group and in the 29th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
AADR CHARTS AND PERFORMANCE
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AADR Top 10 Countries
AADR Top 10 Sectors
AADR Top 10 Holdings [View All]
AADR Portfolio Data
AADR Portfolio Management
AADR Tax Exposures
AADR Fund Structure
AADR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of AADR. AADR is rated a 5 out of 5.
AADR Tradability
AADR Sector/Industry Breakdown
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AADR TOP 10 HOLDINGS[View All]
AADR Countries
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AADR Regions
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AADR Economic Development
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AADR Performance Statistics
AADR MSCI ESG Ratings
AADR BENCHMARK COMPARISON SUMMARY
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AADR BENCHMARK COMPARISON MARKET CAP SIZE
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.