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| COMPANY NAME | TICKER | VALUE | GROWTH | MOMENTUM | EPS REV | QUALITY | SECTOR |
| AerCap Holdings N.V. | AER | A | A | B | A | A | Industrials |
| Centene Corporation | CNC | A | A | A | A | B | Health Care |
| CONMED Corporation | CNMD | B | A | B | A | A | Health Care |
| Crawford & Company | CRD.A | B | B | B | A | A | Financials |
| Constellium SE | CSTM | A | B | A | A | A | Materials |
| COMPANY NAME | TICKER | VALUE | GROWTH | MOMENTUM | EPS REV | QUALITY | SECTOR |
| Alvotech | ALVO | D | F | F | F | D | Health Care |
| American Superconductor Corporation | AMSC | D | D | F | D | D | Industrials |
| Ardelyx, Inc. | ARDX | D | D | F | F | D | Health Care |
| Ares Management Corporation | ARES | F | D | D | D | F | Financials |
| AeroVironment, Inc. | AVAV | F | D | D | D | F | Industrials |
Stock Upgrades & Downgrades
Stocks with at least two upgrades or downgrades across all quant factors. Data as of 8/18/2026, compared to previous trading day.
| COMPANY NAME | TICKER | VALUE | GROWTH | MOMENTUM | EPS REV | QUALITY | SECTOR |
| Associated Capital Group, Inc. | ACGP | B ▲ | C ▲ | D ▲ | NA ▲ | A ▲ | Financials |
| Aktis Oncology, Inc. | AKTS | F ▲ | NA ▲ | NA ▲ | D ▲ | F ▲ | Health Care |
| REalloys Inc. | ALOY | F ▲ | NA ▲ | NA ▲ | F ▲ | D ▲ | Materials |
| Amcor plc | AMCR | D ▲ | A ▲ | B ▲ | D ▼ | C ▲ | Materials |
| American Shared Hospital Services | AMS | A ▲ | B ▲ | D ▲ | D ▲ | C ▲ | Health Care |
| COMPANY NAME | TICKER | VALUE | GROWTH | MOMENTUM | EPS REV | QUALITY | SECTOR |
| Agilysys, Inc. | AGYS | F ▲ | A ▲ | B ▼ | C ▼ | A ▲ | Information Technology |
| American Public Education, Inc. | APEI | C ▼ | A ▲ | C ▼ | B ▲ | A ▲ | Consumer Discretionary |
| Amer Sports, Inc. | AS | F ▼ | D ▲ | D ▲ | C ▼ | A ▲ | Consumer Discretionary |
| authID Inc. | AUID | F ▼ | F ▲ | F ▲ | NA ▲ | F ▼ | Information Technology |
| Azul S.A. | AZUL | NA ▼ | D ▲ | NA ▲ | NA ▲ | C ▼ | Industrials |
TOP ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Invesco S&P 500® Momentum ETF | SPMO | 20.2% A | 1.70 | 1.54 F | 0.13% A | Large Blend |
| iShares MSCI USA Quality GARP ETF | GARP | 17.5% A | 1.49 | 0.99 C | 0.15% A | Large Growth |
| Putnam Focused Large Cap Value ETF | PVAL | 17.2% A | 0.96 | 0.96 C | 0.55% C | Large Value |
| F/m Emerald Special Situations ETF | SPIT | 16.8% A | 1.72 | 1.15 F | 0.89% F | Large Growth |
| Fidelity Fundamental Large Cap Core ETF | FFLC | 16.5% A | 1.12 | 1.01 D | 0.38% B | Large Blend |
BOTTOM ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Invesco WilderHill Clean Energy ETF | PBW | (15.4%) F | 3.37 | 1.93 F | 0.64% C | Small Growth |
| Renaissance IPO ETF | IPO | (3.8%) F | 2.31 | 1.34 F | 0.60% C | Mid-Cap Growth |
| Invesco S&P SmallCap Hi Div Low Vol ETF | XSHD | (3.2%) F | 1.38 | 0.92 B | 0.30% B | Small Value |
| ALPS O'Shares Glbl Internet Gnts ETF | OGIG | (3.1%) F | 1.86 | 1.24 F | 0.48% C | Large Growth |
| CapForce IBD® 50 ETF | FFTY | (2.8%) F | 2.45 | 1.42 F | 0.80% D | Mid-Cap Growth |
(Data as of 7/31/2026)
TOP ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| iShares MSCI Peru ETF | EPU | 31.7% A | 1.90 | 0.29 A | 0.59% C | Focused Region |
| WisdomTree Japan Hedged Equity ETF | DXJ | 27.7% A | 1.14 | 1.01 D | 0.48% C | Japan Stock |
| Global X MSCI Greece ETF | GREK | 27.6% A | 1.61 | 0.25 A | 0.56% C | Focused Region |
| Global X MSCI Argentina ETF | ARGT | 26.9% A | 2.82 | 0.43 A | 0.59% C | Focused Region |
| WisdomTree Japan Opportunities ETF | OPPJ | 24.9% A | 1.11 | 0.98 C | 0.58% C | Japan Stock |
BOTTOM ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Franklin FTSE Russia ETF | FLRU | (79.7%) F | 0.00 | 0.00 A | 0.19% A | Focused Region |
| VanEck Russia ETF | RSX | (44.4%) F | 11.03 | 1.68 F | 0.83% D | Focused Region |
| VanEck Russia Small-Cap ETF | RSXJ | (22.6%) F | 18.13 | 2.76 F | 0.84% D | Focused Region |
| Global X Dorsey Wright Thematic ETF | GXDW | (13.2%) F | 2.19 | 1.33 F | 0.50% C | Global Small/Mid Stock |
| KraneShares MSCI All China Hlth Care ETF | KURE | (12%) F | 2.18 | 1.03 D | 0.65% C | Greater China Region |
(Data as of 7/31/2026)
TOP ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| VanEck Semiconductor ETF | SMH | 33.4% A | 2.71 | 1.25 F | 0.35% B | Technology |
| Invesco PHLX Semiconductor ETF | SOXQ | 28.6% A | 3.03 | 1.40 F | 0.19% A | Technology |
| iShares Semiconductor ETF | SOXX | 28.1% A | 3.13 | 1.45 F | 0.33% B | Technology |
| First Trust Nasdaq Semiconductor ETF | FTXL | 26.8% A | 3.27 | 1.51 F | 0.60% C | Technology |
| Invesco Semiconductors ETF | PSI | 26.5% A | 3.41 | 1.57 F | 0.56% C | Technology |
BOTTOM ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| AdvisorShares Pure US Cannabis ETF | MSOS | (34.7%) F | 7.04 | 2.24 F | 0.78% D | Miscellaneous Sector |
| Amplify Alternative Harvest ETF | MJ | (33.6%) F | 5.25 | 1.67 F | 0.75% D | Miscellaneous Sector |
| Amplify Seymour Cannabis ETF | CNBS | (33.1%) F | 6.16 | 1.96 F | 0.76% D | Miscellaneous Sector |
| AdvisorShares Pure Cannabis ETF | YOLO | (32%) F | 4.68 | 1.49 F | 0.51% C | Miscellaneous Sector |
| Global X Hydrogen ETF | HYDR | (18.5%) F | 5.37 | 1.71 F | 0.50% C | Miscellaneous Sector |
(Data as of 7/31/2026)
TOP ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| ProShares High Yield—Interest Rate Hdgd | HYHG | 7.1% A | 0.25 | 0.57 A | 0.50% C | Nontraditional Bond |
| iShares Interest Rate Hdg Hi Yld Bd ETF | HYGH | 7.0% A | 0.24 | 0.69 A | 0.52% C | High Yield Bond |
| WisdomTree Interest Rt Hdg Hi Yld Bd ETF | HYZD | 6.3% A | 0.25 | 0.58 A | 0.43% B | Nontraditional Bond |
| Pacer Aristotle Pac Ast Fl Rt Hi Inc ETF | FLRT | 6.1% A | 0.17 | 1.02 D | 0.60% C | Bank Loan |
| ProShares Inflation Expectations | RINF | 5.9% A | 0.51 | 1.17 F | 0.30% B | Nontraditional Bond |
BOTTOM ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| PIMCO 25+ Year Zero Coupon US Trs ETF | ZROZ | (14.4%) F | 1.80 | 1.75 F | 0.15% A | Long Government |
| iShares 25+ Year Treasury STRIPS Bd ETF | GOVZ | (14.3%) F | 1.80 | 1.75 F | 0.10% A | Long Government |
| Vanguard Extended Duration Trs ETF | EDV | (12.7%) F | 1.67 | 1.62 F | 0.05% A | Long Government |
| iShares 20+ Year Treasury Bond ETF | TLT | (8.2%) D | 1.13 | 1.10 D | 0.15% A | Long Government |
| PIMCO 15+ Year US TIPS ETF | LTPZ | (7.4%) F | 0.95 | 2.21 F | 0.20% A | Inflation-Protected Bond |
(Data as of 7/31/2026)
TOP FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| True Rock Fund | TRUEX | 29.0% A | 3.13 | 2.18 F | 1.50% F | Large Growth |
| Auer Growth | AUERX | 20.1% A | 1.28 | 0.86 A | 2.05% F | Small Value |
| Invesco Value Opportunities Y | VVOIX | 18.3% A | 1.39 | 1.17 F | 0.77% C | Mid-Cap Value |
| Oberweis Micro-Cap | OBMCX | 18.1% A | 2.14 | 1.28 F | 1.46% F | Small Growth |
| Invesco Value Opportunities A | VVOAX | 18.0% A | 1.40 | 1.17 F | 1.02% D | Mid-Cap Value |
BOTTOM FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Morgan Stanley Inst Inception C | MSCOX | (9.7%) F | 2.57 | 1.53 F | 2.10% F | Small Growth |
| Morgan Stanley Inst Inception A | MSSMX | (9%) F | 2.57 | 1.53 F | 1.35% D | Small Growth |
| Jacob Small Cap Growth Investor | JSCGX | (8.8%) F | 2.57 | 1.54 F | 3.22% F | Small Growth |
| Virtus KAR Small-Cap Growth A | PSGAX | (7.2%) F | 1.51 | 0.90 B | 1.39% F | Small Growth |
| Virtus KAR Small-Cap Growth R6 | VRSGX | (6.9%) F | 1.52 | 0.90 B | 1.01% D | Small Growth |
(Data as of 7/31/2026)
TOP FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Nomura Emerging Markets R6 | DEMZX | 24.6% A | 3.29 | 2.41 F | 1.06% D | Diversified Emerging Mkts |
| Nomura Emerging Markets Instl | DEMIX | 24.5% A | 3.28 | 2.41 F | 1.15% D | Diversified Emerging Mkts |
| Nomura Emerging Markets A | DEMAX | 24.2% A | 3.28 | 2.41 F | 1.40% F | Diversified Emerging Mkts |
| Nomura Emerging Markets R | DEMRX | 23.8% A | 3.28 | 2.41 F | 1.65% F | Diversified Emerging Mkts |
| Nomura Emerging Markets C | DEMCX | 23.2% A | 3.28 | 2.41 F | 2.15% F | Diversified Emerging Mkts |
BOTTOM FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| WCM China Quality Growth Investor | WCQGX | (8.6%) F | 2.07 | 1.15 F | 1.52% F | Greater China Region |
| Columbia Greater China A | NGCAX | (8.5%) F | 1.73 | 0.96 B | 1.49% F | Greater China Region |
| Columbia Greater China Inst | LNGZX | (8.3%) F | 1.73 | 0.96 B | 1.24% D | Greater China Region |
| Morgan Stanley Global Endurance C | MSJCX | (7.7%) F | 1.68 | 1.22 F | 2.10% F | Global Small/Mid Stock |
| AMG Veritas China N | MMCFX | (7.5%) F | 1.90 | 1.05 D | 1.14% D | Greater China Region |
(Data as of 7/31/2026)
TOP FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Fidelity Advisor Semiconductors Z | FIKGX | 35.9% A | 2.87 | 1.40 F | 0.57% B | Technology |
| Fidelity Advisor Semiconductors I | FELIX | 35.8% A | 2.87 | 1.40 F | 0.69% B | Technology |
| Fidelity Select Semiconductors | FSELX | 35.6% A | 2.88 | 1.40 F | 0.60% B | Technology |
| Fidelity Advisor Semiconductors A | FELAX | 35.4% A | 2.87 | 1.40 F | 0.94% C | Technology |
| Fidelity Advisor Semiconductors M | FELTX | 35.1% A | 2.87 | 1.40 F | 1.19% D | Technology |
BOTTOM FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Firsthand Technology Opportunities | TEFQX | (20.7%) F | 2.71 | 1.32 F | 1.85% F | Technology |
| Jacob Internet Inv | JAMFX | (11.6%) F | 2.54 | 1.24 F | 2.38% F | Technology |
| American Beacon ARK Transfmt Innov C | ADNCX | (9.8%) F | 3.26 | 1.59 F | 2.16% F | Technology |
| American Beacon ARK Transfmt Innov A | ADNAX | (9.1%) F | 3.26 | 1.59 F | 1.40% F | Technology |
| American Beacon ARK Transfmt Innov Inv | ADNPX | (9.1%) F | 3.26 | 1.59 F | 1.38% F | Technology |
(Data as of 7/31/2026)
TOP FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| BlackRock Allc Trgt IntrR Hedge | BATPX | 9.0% A | 0.57 | 1.33 F | 0.14% A | Miscellaneous Fixed Income |
| Eaton Vance Glbl Macro Abs Ret Advtg A | EGRAX | 8.7% A | 0.38 | 1.30 F | 2.47% F | Nontraditional Bond |
| Eaton Vance Emerging Markets Dbt Opps A | EADOX | 8.6% A | 0.38 | 0.73 A | 1.06% D | Emerging Markets Bond |
| Eaton Vance Glbl Macro Abs Ret Advtg R | EGRRX | 8.5% A | 0.38 | 1.31 F | 2.72% F | Nontraditional Bond |
| American Beacon DevelopingWldIncFd-ACl | AGUAX | 8.4% A | 0.43 | 0.83 A | 1.36% D | Emerging Markets Bond |
BOTTOM FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| DFA LTIP Institutional | DRXIX | (11.3%) F | 1.22 | 3.28 F | 0.12% A | Inflation-Protected Bond |
| Wasatch-Hoisington US Treasury | WHOSX | (9.4%) F | 1.26 | 1.19 F | 0.73% B | Long Government |
| Fidelity SAI Long-Term Treasury Bd Idx | FBLTX | (8.2%) F | 1.14 | 1.07 D | 0.03% A | Long Government |
| PIMCO Long-Term US Government C | PFGCX | (7.7%) F | 1.05 | 0.99 C | 4.76% F | Long Government |
| T. Rowe Price US Trs LongTerm Idx | PRULX | (7.6%) F | 1.06 | 1.00 C | 0.29% A | Long Government |
(Data as of 7/31/2026)
Is ADI Global Distribution Inc. (ADIG) Stock a Good Investment?
by Rosalio Madrigal
ADI Global Distribution Inc. operates as a distributor of security, AV, and smart living products in the United States and internationally. It sells video surveillance, power, automation, access control, AV, fire, intrusion, smart living, communications, and datacom and networking products. The company was founded in 1929 and is based in Melville, New York. ADI Global Distribution Inc. is a former subsidiary of Resideo Technologies, Inc.
Read on to learn how ADI Global Distribution Inc. grades on certain key metrics to see whether it meets your investment needs.
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