AADR

AdvisorShares Dorsey Wright ADR ETF

$84.03
+0.00%
Market closed. Last update: 10:58 PM ET

📎 Investment Objective

The AdvisorShares Dorsey Wright ADR ETF (AADR) seeks to provide investment results that correspond generally to the price and yield performance of the Dorsey Wright ADR Technical Leaders Index.

Overview

ETF tracking AdvisorShares Dorsey Wright ADR ETF

Category Other
Issuer Other
Inception Date 2021-06-03
Market Cap $44.5M
Average Volume N/A
Dividend Yield 0.38%
52-Week Range $62.48 - $86.96
VWAP $83.50

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The AdvisorShares Dorsey Wright ADR ETF (AADR) seeks to provide investment results that correspond generally to the price and yield performance of the Dorsey Wright ADR Technical Leaders Index.

🎯 Investment Strategy

The ETF invests primarily in American Depositary Receipts (ADRs) of foreign companies that the fund's sub-advisor, Dorsey, Wright & Associates, LLC, believes exhibit strong relative strength or 'momentum' characteristics. The fund's portfolio is actively managed and rebalanced periodically to maintain exposure to the highest-ranked ADRs.

✨ Key Features

  • Actively managed portfolio of ADRs focused on momentum-based investing
  • Seeks to provide exposure to foreign equities through ADRs
  • Utilizes Dorsey Wright's proprietary relative strength methodology
  • Relatively low expense ratio of 0.00%

⚠️ Primary Risks

  • Concentration risk as the fund is focused on a specific investment strategy
  • Currency risk as the fund holds foreign securities denominated in non-U.S. currencies
  • Liquidity risk due to the potentially lower trading volume of some ADRs
  • Market risk as the value of the fund's holdings may fluctuate with overall market conditions

👤 Best For

This ETF may be suitable for investors seeking exposure to foreign equities through a momentum-based investment strategy, and who have a higher risk tolerance and a longer-term investment horizon.