BVALBrand Value ETF
BVAL Fund Description
The Brand Value ETF tracks an equal-weighted index of 50 US companies determined to have the most undervalued brands relative to their market capitalization.
BVAL Factset Analytics Insight
BVAL seeks to hold companies with strong brands that haven’t been fully valued by the market. The underlying index ranks eligible firms using a proprietary “BrandPower” score, which aims to identify companies with strong brand familiarity and favorability. The scores are calculated by Tenant Partners based on annual polling of approximately 10,000 individuals across the US. The index is reconstituted annually to include the top 50 companies with the highest BrandPower-to-market-capitalization ratio for each of the two prior years. The index is equally weighted and rebalanced annually. BVAL generally tilts toward large-cap stocks with significant exposure to the consumer cyclicals sector.
Prior to June 1, 2018 the fund tracked a similar index called BrandTransact 50 Index.
BVAL 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 Brand Value ETF MSCI ESG Fund Quality Score is 5.21 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. BVAL ranks in the 57th percentile within its peer group and in the 42nd percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
BVAL CHARTS AND PERFORMANCE
BVAL Top 10 Countries
BVAL Top 10 Sectors
BVAL Top 10 Holdings [View All]
BVAL Summary Data
BVAL Portfolio Data
BVAL Index Data
BVAL Portfolio Management
BVAL Tax Exposures
BVAL Fund Structure
BVAL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of BVAL. BVAL is rated a 4 out of 5.
BVAL Sector/Industry Breakdown
BVAL TOP 10 HOLDINGS[View All]
BVAL Economic Development
BVAL Performance Statistics
BVAL MSCI ESG Ratings
BVAL BENCHMARK COMPARISON SUMMARY
BVAL 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.