AMID Argent Mid Cap ETF
What is AMID?
AMID is an actively managed ETF that provides exposure to US mid-cap stocks perceived to be undergoing positive change. The fund employs a multi-step selection process based on quantitative and fundamental research.
AMID Factset Analytics Insight
AMID aims to outperform the Russell MidCap Index over the long term by applying “Change-Based Investing” strategies. The fund actively invests in stocks undergoing positive internal or external change, which the issuer believes could lead to underappreciated growth. The starting universe begins with 1,500 US mid-cap stocks that are screened for liquidity and grouped by sector. Using their proprietary “Argent Alpha Model,” stocks are ranked under four main categories: Value, Growth, Quality, and Stability. Stocks within each sector with positive exposure to outperforming factors are considered. The remaining companies are grouped into “current” and “future” market segments based on expected outperformance in the current or future market cycle. Finally, the fund uses fundamental analysis to select 35-50 stocks with prospect improvements at the company or industry level. Sectors may be overweighted at various times in the economic cycle. Individual securities are capped at 8%.
AMID Summary Data
AMID Portfolio Data
AMID Index Data
AMID Portfolio Management
AMID Tax Exposures
AMID Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of AMID. AMID is rated a 4 out of 5.
AMID Sector/Industry Breakdown
AMID Top 10 Holdings
AMID Performance Statistics
AMID Economic Development
AMID Benchmark Comparison Summary
AMID 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.