BRGLBernstein Global Research Fund
BRGL Fund Description
The Bernstein Global Research Fund tracks an index of large-cap global stocks, including emerging markets, selected on a variety of fundamental and technical factors including expected return. The index components are equally weighted.
BRGL Factset Analytics Insight
BRGL holds large-cap global stocks rated “Outperform” by the analysts of Sanford C. Bernstein & Co. and ranked within one of the top three quintiles of Bernsteins quantitative alpha model. Stocks with an outperform rating are expected to outperform the MSCI ACWI by 15% over the next 6-12 months. The quantitative alpha model considers stock-specific fundamentals, industry rotation, and market risk appetite. Sources for alpha in the model vary by industry, and include valuation, capital use, earnings quality, profitability, and growth dynamics. Given the limited competition with this approach, the fund sets a hefty price tag.
BRGL MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 21, 2018 the Bernstein Global Research Fund MSCI ESG Fund Quality Score is 5.29 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. BRGL ranks in the 20th percentile within its peer group and in the 45th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
BRGL CHARTS AND PERFORMANCE
BRGL Top 10 Countries
BRGL Top 10 Sectors
BRGL Top 10 Holdings [View All]
BRGL Portfolio Management
BRGL Tax Exposures
BRGL Fund Structure
BRGL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of BRGL. BRGL is rated a 4 out of 5.
BRGL Sector/Industry Breakdown
BRGL TOP 10 HOLDINGS[View All]
BRGL Economic Development
BRGL Performance Statistics
BRGL MSCI ESG Ratings
BRGL BENCHMARK COMPARISON SUMMARY
BRGL BENCHMARK COMPARISON MARKET CAP SIZE
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.