AZTD Aztlan Global Stock Selection DM SMID ETF
What is AZTD?
AZTD tracks an equal-weighted index of 27 mid- and small-cap stocks from developed markets, selected based on six factors: value, cashflow, capital structure, growth, EPS revisions, and price momentum.
AZTD Factset Analytics Insight
AZTD enters the ETF space with a passively managed fund of mid- and small-cap developed market stocks. The selection process starts with a universe of securities from three developed regions: North America, Western Europe, and Asia (excluding those from Hong Kong and Singapore), and nine sectors: Materials, Industrials, Consumer Discretionary, Consumer Staples, Health Care, Financials, Information Technology, Communication Services, and Utilities. The fund generally excludes companies classified under Energy, Real Estate, and Pharmaceuticals. Securities that meet the fund’s size and liquidity criteria are ranked according to six equally weighted factors: value, cashflow, capital structure (ROE), growth (EPS), earnings revisions, and price momentum. The fund then selects and equally weights the highest ranked companies within each of the regions and sectors, resulting in a narrow portfolio of 27 securities. The index rebalances monthly.
AZTD Summary Data
Peers
Fund Flows
AZTD Portfolio Data
AZTD Index Data
AZTD Portfolio Management
AZTD Tax Exposures
AZTD Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of AZTD. AZTD is rated a N/A out of 5.
AZTD Tradability
AZTD Sector/Industry Breakdown
Benchmark
AZTD Top 10 Holdings
AZTD Performance Statistics
AZTD Countries
Benchmark
AZTD Regions
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AZTD Economic Development
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AZTD Benchmark Comparison Summary
Benchmark
AZTD 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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