BTAL
AGFiQ U.S. Market Neutral Anti-B
BTAL
19,07
0,32 Bil. AUM
1,4% Expense Ratio
20,57 NAV
AGFiQ U.S. Market Neutral Anti-B Profile
About AGFiQ U.S. Market Neutral Anti-B
The fund will invest primarily in long positions in low beta U.S. equities and short positions in high beta U.S. equities on a dollar neutral basis, within sectors. It will construct a dollar neutral portfolio of long and short positions of U.S. equities by investing primarily in the constituent securities of the Dow Jones U.S. Thematic Market Neutral Low Beta Index in approximately the same weight as they appear in the index. The universe for the index is comprised of the top 1,000 eligible securities by market capitalization, including REITs.
- Company
- Holdings
- 121
- CUSIP
- 00110G408
AGFiQ U.S. Market Neutral Anti-B Sectors
| Industry | Percentage |
|---|---|
| Financial Servic | 15,87% |
| Industrials | 14,90% |
| Technology | 14,57% |
| Consumer Cyclica | 13,09% |
| Healthcare | 11,86% |
| Real Estate | 6,93% |
| Consumer Defensi | 5,39% |
| Utilities | 5,17% |
| Communication Se | 4,18% |
| Energy | 4,14% |
| Basic Materials | 3,91% |