Alpha Architect U.S. Quantitative Momentum ETF | QMOMRegistrer deg for å få tilgang til rangeringer |
Avkastningshistorikk | 30.04.2024 |
Vekst av 1 000 (NOK) | Mer detaljert graf |
Fond | 57,8 | -1,2 | 3,9 | 12,9 | 22,5 | |
+/- Kat | 22,1 | -17,6 | 23,2 | -12,2 | 10,7 | |
+/- Idx | 42,5 | -33,7 | 12,4 | -17,3 | 6,9 | |
Kategori: Mid-Cap Growth | ||||||
Referanseindekser: S&P 500 TR USD |
Statistikk | ||
sluttkurs 17.05.2024 | USD 59,30 | |
Endring 1 dag | 0,29% | |
Morningstar Kategori™ | Mid-Cap Growth | |
Volum | 6933 | |
Exchange | NASDAQ | |
ISIN | US02072L4095 | |
Fondets størrelse(m) - | - | |
Andelskl. kapital(m) 17.05.2024 | USD 219,09 | |
Løpende kostnader - | -% |
Investeringsprofil: Alpha Architect U.S. Quantitative Momentum ETF | QMOM |
The investment seeks long-term capital appreciation. The Adviser employs a multi-step, quantitative, rules-based methodology to identify a portfolio of approximately 50 to 200 equity securities with the highest relative momentum. A “momentum” style of investing emphasizes investing in securities that have had higher recent total return performance compared to other securities. The Adviser then employs proprietary screens to eliminate companies with issues that may negatively impact their momentum. The fund may also invest up to 20% of its assets in cash and cash equivalents, other investment companies, as well as securities and other instruments. |
Avkastning | |||||||||||||
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Forvaltning | ||
Navn på forvalter Forvaltet siden | ||
Wesley Gray 01.12.2015 | ||
John Vogel 01.12.2015 | ||
Klikk for å se flere | ||
Startdato 01.12.2015 |
Annonse |
Referanseindekser | |
Fondets referanseindeks | Morningstar referanseindeks |
Solactive GBS US 1000 TR USD | S&P 500 TR USD |
Målgruppe | ||||||||||||||||||||
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Porteføljeprofil Alpha Architect U.S. Quantitative Momentum ETF | QMOM | 16.05.2024 |
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Topp 5 beholdninger | Sektor | % |
Fair Isaac Corp | Teknologi | 2,35 |
Vistra Corp | Forsyning | 2,31 |
Sprouts Farmers Market Inc | Defensivt konsum | 2,20 |
Constellation Energy Corp | Forsyning | 2,19 |
Pure Storage Inc Class A | Teknologi | 2,18 |
Økning Nedgang Ny siden forrige portefølje | ||
Alpha Architect U.S. Quantitative Momentum ETF | QMOM |