FPAGFPA Global Equity ETF
FPAG Fund Description
FPAG actively selects global large- and mid-cap stocks offered at a substantial discount relative to their intrinsic value and have a favorable outlook for growth
FPAG Factset Analytics Insight
FPAG seeks long-term income and capital growth from an actively managed portfolio of large- and mid-cap value stocks from developed and emerging markets. Constituents are selected using the Contrarian Value Equity Strategy which seeks to invest in companies that are considered undervalued, including firms that currently appear out of favor according to media headlines, but have a favorable outlook for growth in the next 5 to 10 years. The fund adviser also conducts an internal research of each firm’s financial condition (potential future earnings, cash flow, and dividends), including its target customers and competitors. The final portfolio composition consists of securities offered at a substantial discount relative to the fund adviser’s estimation of their intrinsic value. The fund limits its non-US exposure to 40% of its net assets. FPAG is the first ETF launched by the First Pacific Advisors.
FPAG Summary Data
FPAG Portfolio Data
FPAG Index Data
FPAG Portfolio Management
FPAG Tax Exposures
FPAG Fund Structure
FPAG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FPAG. FPAG is rated a 4 out of 5.
FPAG Sector/Industry Breakdown
FPAG Economic Development
FPAG Performance Statistics
FPAG Benchmark Comparison Summary
FPAG 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.