AADRAdvisorShares Dorsey Wright ADR ETF
AADR Fund Description
AADR is an actively managed ETF that aims to outperform the international markets outside the US by holding ADRs with high relative strength.
AADR Factset Analytics Insight
AADR is an actively managed portfolio of international stocks outside the US, 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, handpicking roughly 40 ADRs. Though the sub-advisor aims for diversified sector and industry exposure, it does not target a particular allocation between developed and emerging markets. The fund may incur high portfolio turnover in capturing global price trends to fit its strategy. Prior to Sep. 1, 2016, the fund’s name was AdvisorShares WCM/BNY Mellon Focused Growth ADR ETF, which sought out ADRs with growth characteristics and was managed by a different sub-advisor.
AADR MSCI ESG Analytics Insight
AdvisorShares Dorsey Wright ADR ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.10 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. AdvisorShares Dorsey Wright ADR ETF ranks in the 31st percentile within its peer group and in the 1st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
AADR MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
AADR Summary Data
AADR Portfolio Data
AADR Index 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 4 out of 5.
AADR Sector/Industry Breakdown
AADR Top 10 Holdings[View All]
AADR Economic Development
AADR Performance Statistics
AADR MSCI ESG Ratings
AADR Benchmark Comparison Summary
AADR Benchmark Comparison Market Cap Size