BTAL : AGFiQ U.S. Market Neutral Anti-Beta Fund

BTAL is a Alternatives Market Neutral with HIGH fees.

BTAL

AGFiQ U.S. Market Neutral Anti-Beta Fund

FI Score

33 /100

Diversification Rating

3 /10

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

0 /10

Market Size

6 /10

33% FI Score
  • btal
  • ETF
  • Alternatives
  • Neutral

AGFiQ U.S. Market Neutral Anti-Beta Fund

Expenses: 2.11% (Better than 0% of similar funds)

This is a bad choice for a Neutral Alternatives fund. See why ยป

Fund Summary

The investment seeks performance results that correspond to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Thematic Market Neutral Anti-Beta Index. The fund invests at least 80% of its net assets in common stock of the long positions in the underlying index and sells short at least 80% of the short positions in the underlying index. The underlying index is a long/short market neutral index that is dollar-neutral. As such, it identifies long and short securities positions of approximately equal dollar amounts.

Largest Holdings

Amount Holding
1.09% Moderna, Inc
0.77% Ollie's Bargain Outlet Holdings, Inc
0.67% Marvell Technology Group Ltd
0.66% MongoDB, Inc
0.66% Sprouts Farmers Market, Inc
0.65% MarketAxess Holdings Inc
0.64% Nu Skin Enterprises, Inc
0.62% Abiomed, Inc
0.61% Citrix Systems, Inc

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