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Morningstar

WBI

WBI Parent Rating

Average
Morningstar Manager Research

WBI has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

The firm has proven successful at retaining portfolio management talent, providing continuity for strategies, as displayed by low turnover in the past five years compared with asset management peers. A sign of strength at WBI is its longest-tenured management, which boasts 14 years of average tenure at the firm. This wealth of experience builds confidence that the group can navigate a variety of market environments adeptly. With an average three-year Morningstar Rating of 1.8 stars, the risk-adjusted performance of WBI's open-end and exchange-traded funds falls short of competitors.

WBI Investments

Exchange-Traded Funds

See All WBI ETFs

Market

US ETFs

Total Net Assets

175.56 Mil

Investment Flows (TTM)

−45.53 Mil

Asset Growth Rate (TTM)

−21.93%

# of Share Classes

4
Morningstar Rating # of Share Classes
0
0
0
1
3
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
WBI Power Factor® High Dividend ETF59
WBI BullBear Yield 3000 ETF100
WBI BullBear Quality 3000 ETF100
WBI BullBear Value 3000 ETF100
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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