AIEQAI Powered Equity ETF
AIEQ Fund Description
AIEQ is an actively-managed fund of US stocks selected by a proprietary, quantitative model that incorporates artificial intelligence (AI).
AIEQ Factset Analytics Insight
AIEQ uses artificial intelligence to analyze and identify US stocks believed to have the highest probability of capital appreciation over the next 12 months, while exhibiting volatility similar to the overall US market. The fund selects 30 to 125 constituents and has no restrictions on the market cap of its included securities. The model suggests weights based on capital appreciation potential and correlation to other included companies, subject to a 10% cap per holding. It is worth noting that while AIEQ relies heavily on its quantitative model, the fund is actively-managed, and follows no index.
AIEQ MSCI ESG Analytics Insight
AI Powered Equity ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.40 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. AI Powered Equity ETF ranks in the 36th percentile within its peer group and in the 27th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
AIEQ MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
AIEQ Summary Data
AIEQ Portfolio Data
AIEQ Index Data
AIEQ Portfolio Management
AIEQ Tax Exposures
AIEQ Fund Structure
AIEQ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of AIEQ. AIEQ is rated a 5 out of 5.
AIEQ Sector/Industry Breakdown
AIEQ Top 10 Holdings[View All]
AIEQ Economic Development
AIEQ Performance Statistics
AIEQ MSCI ESG Ratings
AIEQ Benchmark Comparison Summary
AIEQ Benchmark Comparison Market Cap Size