DWUSAdvisorShares Dorsey Wright FSM US Core ETF
DWUS Fund Description
DWUS is an actively managed fund of funds of US large-caps that follows a proprietary rules-based momentum strategy and seeks long-term capital appreciation.
DWUS Factset Analytics Insight
DWUS is an actively managed fund of funds. The fund follows a rules-based proprietary research and fund scoring method that utilizes momentum factors — trend analysis, market relative strength, and peer relative strength to allocate its portfolio across US large cap equities. A pre-determined ETF universe, selected by Dorsey Wright, is scored with those ranking in a top tier being identified for inclusion in the model. Funds must maintain a top tier score to remain in the portfolio at each quarterly rebalance. DWUS will also invest in defensive investments composed of fixed income ETF or cash in times of broad equity weakness and cash strength. When the fund is invested in defensive investments, its rebalancing frequency will be shortened, to ease back into equity ETF positions as favorable market conditions are identified.
DWUS MSCI ESG Analytics Insight
AdvisorShares Dorsey Wright FSM US Core ETF has an MSCI ESG Fund Rating of A based on a score of 6.26 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. AdvisorShares Dorsey Wright FSM US Core ETF ranks in the 49th percentile within its peer group and in the 50th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DWUS Summary Data
DWUS Portfolio Data
DWUS Index Data
DWUS Portfolio Management
DWUS Tax Exposures
DWUS Fund Structure
DWUS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DWUS. DWUS is rated a N/A out of 5.
DWUS Sector/Industry Breakdown
DWUS Economic Development
DWUS Performance Statistics
DWUS MSCI ESG Ratings
DWUS Benchmark Comparison Summary
DWUS Benchmark Comparison Market Cap Size