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.

資產類別

Equity

發行機構

Alpha Architect

註冊地

US

成立日期

2015年11月30日

持股數量

52

ISIN

US02072L4095