FMTM seeks long-term capital appreciation by investing in equity securities determined to have positive momentum characteristics. The fund employs a multi-step, quantitative, rules-based methodology to identify securities with the highest perceived relative momentum. The starting universe consists of US equities that meet market-cap and liquidity requirements. The fund then uses quality screens based on financial statement metrics to remove companies with low returns on assets or high debt-to-equity. The next quantitative screen uses daily share price data to identify and rank companies exhibiting persistent upward share price momentum. The fund finally selects 30 to 50 large- and mid-cap securities. The actively managed fund repeats this process on a monthly basis.

ประเภทสินทรัพย์

Equity

ผู้ออกกองทุน

MarketDesk

ประเทศที่จดทะเบียน

US

วันที่จัดตั้ง

20 มี.ค. 2568

ISIN

US02072Q7622