Adaptive Hedged Multi-Asset Income ETF (AMAX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.76: the stock has moved about 24% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerAdaptive Hedged Multi-Asset Income ETF (AMAX) trades at $7.42. Adaptive Hedged Multi-Asset Income ETF (AMAX) is an actively managed ETF aiming for total return. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for AMAX: AMAX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Adaptive Hedged Multi-Asset Income ETF (AMAX) Financial Services Profile
Adaptive Hedged Multi-Asset Income ETF (AMAX) is an actively managed ETF focusing on total return through investments in other investment companies and direct investments. It operates within the asset management sector, offering investors exposure to a diversified portfolio without replicating a specific index, targeting income generation.
What Is the Investment Thesis for AMAX?
Adaptive Hedged Multi-Asset Income ETF (AMAX) presents a unique investment proposition within the asset management sector. Its active management strategy offers the potential for outperformance compared to passively managed index funds. The fund's ability to invest in a diversified portfolio of other investment companies and make direct investments provides flexibility in navigating market conditions. However, the fund's small market capitalization of $0.02 billion and lack of dividend yield may deter some investors. The fund's beta of 0.76 suggests lower volatility compared to the broader market. Key catalysts include the advisor's ability to identify and capitalize on investment opportunities, while potential risks include market fluctuations and the performance of underlying portfolio funds. The success of AMAX hinges on the advisor's expertise in asset allocation and risk management.
Based on FMP financials and quantitative analysis
AMAX Key Highlights
Actively managed ETF seeking total return, differentiating it from passive index trackers.
- Invests in other investment companies (mutual funds and ETFs) and makes direct investments for diversified exposure.
- Market capitalization of $0.02 billion indicates a relatively small fund.
- Beta of 0.76 suggests lower volatility compared to the overall market.
- No dividend yield may be a drawback for income-focused investors.
Who Are AMAX's Competitors?
AMAX is benchmarked below against 6 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| EAOR iShares ESG Aware 60/40 Balanced Allocation ETF | $38.02 | +0.07% | $33.5M | — |
| JUNT AllianzIM U.S. Equity Buffer10 Jun ETF | $38.76 | +0.50% | $118M | — |
| KHYB KraneShares Asia Pacific High Income USD Bond ETF | $23.58 | +0.05% | $22.1M | — |
| RFFC ALPS Active Equity Opportunity ETF | $76.88 | +0.55% | $32.7M | — |
| RHRX RH Tactical Rotation ETF | $21.63 | +0.16% | $17.8M | — |
| EICA Eagle Point Income Company Inc. | $25.00 | +0.04% | $234M | 36 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are AMAX's Key Strengths?
Active management strategy with potential for outperformance.
- Diversified portfolio of underlying investment companies.
- Flexibility to make direct investments.
- Lower volatility compared to the overall market (beta of 0.76).
What Are AMAX's Weaknesses?
Small market capitalization ($0.02 billion).
- No dividend yield.
- Reliance on the performance of underlying portfolio funds.
- Higher expense ratio compared to passively managed ETFs.
What Are the Key Risks for AMAX?
Market fluctuations and economic downturns.
- Underperformance of underlying portfolio funds.
- Increased competition from other ETFs and investment vehicles.
- Changes in regulations affecting the ETF industry.
What Are AMAX's Competitive Advantages?
- Active management expertise in asset allocation and risk management.
- Access to a diversified portfolio of underlying investment companies.
- Flexibility to make direct investments in specific opportunities.
What Does AMAX Do?
Adaptive Hedged Multi-Asset Income ETF (AMAX) is an actively managed exchange-traded fund (ETF) designed to provide investors with total return. Unlike passively managed ETFs that track a specific index, AMAX employs an active investment strategy, allowing the advisor to strategically allocate assets to maximize returns. The fund achieves its investment objective primarily by investing in other investment companies, including mutual funds and exchange-traded funds registered under the Investment Company Act of 1940, which are not affiliated with the fund. These portfolio funds offer diversified exposure across various asset classes and investment strategies. In addition to investing in portfolio funds, AMAX may also make direct investments in securities or other assets. This flexibility enables the advisor to capitalize on specific investment opportunities and adjust the portfolio based on market conditions. The fund's active management approach aims to generate consistent income and capital appreciation for its investors, while also managing risk through hedging strategies and diversification. AMAX provides investors with a convenient and cost-effective way to access a professionally managed, multi-asset portfolio.
What Products and Services Does AMAX Offer?
- Invests in other investment companies, including mutual funds and ETFs.
- Makes direct investments in securities or other assets.
- Actively manages the portfolio to achieve total return.
- Employs hedging strategies to manage risk.
- Provides investors with diversified exposure across various asset classes.
- Offers a convenient and cost-effective investment solution.
How Does AMAX Make Money?
- Generates revenue through management fees charged on AUM.
- May earn performance-based fees based on investment performance.
- Aims to provide total return to investors through income and capital appreciation.
What Industry Does AMAX Operate In?
Adaptive Hedged Multi-Asset Income ETF (AMAX) operates within the asset management industry, which is characterized by increasing demand for diversified investment solutions. The ETF market has experienced significant growth in recent years, driven by the benefits of liquidity, transparency, and cost-effectiveness. AMAX competes with other actively managed and passively managed ETFs, as well as mutual funds and other investment vehicles. The competitive landscape is intense, with firms vying for market share based on investment performance, fees, and distribution capabilities. AMAX's active management approach and focus on total return differentiate it from passively managed index ETFs.
Who Are AMAX's Key Customers?
- Individual investors seeking diversified investment exposure.
- Financial advisors looking for investment solutions for their clients.
- Institutional investors seeking actively managed ETF strategies.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
AMAX Financials
Bull Case vs Bear Case
Bull Case
- Active management strategy with potential for outperformance.
- Diversified portfolio of underlying investment companies.
- Flexibility to make direct investments.
- Lower volatility compared to the overall market (beta of 0.76).
Bear Case
- Small market capitalization ($0.02 billion).
- No dividend yield.
- Reliance on the performance of underlying portfolio funds.
- Higher expense ratio compared to passively managed ETFs.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
AMAX Latest News
No recent news available for AMAX.
AMAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for AMAX.
Price Targets
Wall Street price target analysis for AMAX.
AMAX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for AMAX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Adaptive Hedged Multi-Asset Income ETF (AMAX) — Financials
What do analysts say about AMAX stock?
However, key valuation metrics to consider include the fund's expense ratio, AUM, and investment performance relative to its peers. Growth considerations include the advisor's ability to attract new investors, generate consistent returns, and manage risk effectively.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The fund's performance is dependent on the advisor's expertise and the performance of underlying portfolio funds.