AUSF : Global X Adaptive U.S. Factor ETF

AUSF is a US Stocks Market Large Value with LOW fees.

AUSF

Global X Adaptive U.S. Factor ETF

FI Score

53 /100

Diversification Rating

3 /10

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

53% FI Score
  • ausf
  • ETF
  • US Stocks
  • Large Value

Global X Adaptive U.S. Factor ETF

Expenses: 0.27% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Adaptive Wealth Strategies U.S. Factor Index (the index). The fund invests at least 80% of its total assets in the securities of the index. Its 80% investment policy is non-fundamental and requires 60 days prior written notice to shareholders before it can be changed. The index is designed to dynamically allocate across three sub-indices that provide exposure to U.S. equities that exhibit characteristics of one of three primary factors: value, momentum and low volatility. The fund is non-diversified.

Largest Holdings

Amount Holding
3.63% Microsoft Corporation
3.13% The Procter & Gamble Company
3.11% Apple Inc
2.85% Mastercard Incorporated
2.55% Costco Wholesale Corporation
2.49% NextEra Energy, Inc
2.46% Accenture plc
1.81% Charter Communications, Inc
1.79% Danaher Corporation
1.75% American Tower Corporation (REIT)

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