AWEG Alger Weatherbie Enduring Growth ETF
What is AWEG?
AWEG is an actively managed, non-transparent ETF that invests in US, mid-cap growth equities with an ESG risk rating of medium from Sustainalytics. The fund utilizes the Precidian non-transparent model.
AWEG Factset Analytics Insight
AWEG aims for capital appreciation by selecting US mid-cap growth equities that Sustainalytics rated as medium ESG risk. The actively managed portfolio expects to hold a maximum of 30 stocks. Selection begins with fundamental analysis of mid-cap companies exhibiting growth potential characteristics such as increasing capital value and strong earnings. Companies considered for inclusion are filtered based on ESG risk rating criteria determined by Sustainalytics. The ESG risk rating is determined by assessing the company’s exposure to material ESG risks and assessing how well management manages the company’s exposure to those risks. The fund aims to have an average ESG risk weighting of medium or better. AWEG is a non-transparent ETF. Unlike other ETFs, it does not disclose the contents of its portfolio daily. As a result, there is a chance that shares could trade with larger spreads, particularly during volatile times. However, the fund provides a verified intraday indicative value throughout the trading day.
AWEG Summary Data
Peers
Fund Flows
AWEG Portfolio Data
AWEG Index Data
AWEG Portfolio Management
AWEG Tax Exposures
AWEG Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of AWEG. AWEG is rated a N/A out of 5.
AWEG Tradability
AWEG Performance Statistics
AWEG Benchmark Comparison Summary
Benchmark
AWEG Benchmark Comparison Market Cap Size
Benchmark
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.
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