DEIFSterling Capital Diverse Multi-Manager Active ETF
DEIF Fund Description
DEIF is actively managed to combine strategies of sub-advisers that are majority diverse-owned. The fund primarily holds large- and midcap stocks of US-listed firms.
DEIF Factset Analytics Insight
DEIF uses a multi-manager approach to provide exposure to three segments of the US equity space: large-cap value, large-cap growth, and midcap core. Each targeted segment is managed by a different sub-adviser, all of which are more than 50% owned by persons of diverse backgrounds. For the large-cap value sleeve of the portfolio, financial analysis and ESG metrics are used to screen securities. For the large-cap growth sleeve, proprietary quantitative scoring is used to screen for quality fundamental attributes. And the midcap core sleeve is screened for financial characteristics linked with positive excess returns. The fund adviser, which is not diverse-owned, reviews each sub-adviser’s model recommendation and then determines portfolio selection and weighting. The adviser adjusts the portfolio on a quarterly basis.
DEIF Portfolio Data
DEIF Index Data
DEIF Portfolio Management
DEIF Tax Exposures
DEIF Fund Structure
DEIF Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DEIF. DEIF is rated a N/A out of 5.
DEIF Economic Development
DEIF Performance Statistics
DEIF Benchmark Comparison Summary
DEIF 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.