IWLGIQ Winslow Large Cap Growth ETF
IWLG Fund Description
IWLG is an actively managed, non-transparent fund that seeks long-term capital appreciation by targeting US large-cap growth companies, selected using a bottom-up investment approach. The fund utilizes the Natixis/NYSE non-transparent model
IWLG Factset Analytics Insight
IWLG actively invests in US large-cap firms believed to provide an opportunity for achieving superior portfolio returns, also known as “growth” stocks. Eligible securities initially undergo a qualitative assessment involving an evaluation of their non-financial performance with accordance to certain ESG factors. The adviser then utilizes a bottom-up investment approach in stock selection and targets firms that address market growth opportunities, lead in market share, have competitive advantages, high capital returns, and cash flow growth, and exhibit sound corporate governance. Unlike traditional ETFs, IWLG’s non-transparent structure does not disclose its actual holdings daily and instead publishes a “proxy portfolio” on its website. Actual holdings will be disclosed on a monthly basis with a 30-day lag. In contrast to its sister fund, IWFG, IWLG does not limit its holdings to only the top growth companies and instead targets the broader US large-cap growth equity space.
IWLG Portfolio Data
IWLG Index Data
IWLG Portfolio Management
IWLG Tax Exposures
IWLG Fund Structure
IWLG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IWLG. IWLG is rated a N/A out of 5.
IWLG Economic Development
IWLG Performance Statistics
IWLG Benchmark Comparison Summary
IWLG 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.