This fund employs a systematic, quantitative, and rule-based methodology to build a portfolio of approximately 50 to 100 equity securities. The investment strategy prioritizes "momentum," seeking out stocks that have recently demonstrated superior total return performance compared to their peers. To refine this selection, the Adviser uses proprietary screening tools designed to identify and remove companies with attributes that could negatively impact their momentum. Furthermore, the fund has the option to allocate up to 20% of its assets to cash, cash equivalents, other investment companies, or various other securities and financial instruments.

資産クラス

Equity

運用会社

Alpha Architect

設定国

US

設定日

2015年11月30日

保有銘柄数

52

ISIN

US02072L4095