LSATLeaderShares AlphaFactor Tactical Focused ETF
LSAT Fund Description
LSAT is actively-managed to invest in US stocks selected by multiple factors. The fund employs a risk overlay to overweight money-market securities during riskier periods.
LSAT Factset Analytics Insight
LSAT focuses on US stocks to generate long-term capital growth by screening for net share count reduction, free cash flow growth, dividend yield, volatility, and debt/asset ratios. The portfolio selection uses factors such as liquidity and market capitalization to select the final constituents. The fund typically invests in a diversified portfolio of equity securities, such as equity options and may utilize derivatives like total return swap agreements. LSAT also employs a multi-factor tactical risk management overlay that identifies periods of above average risk to shift into money market instruments, like T-bills, certificates of deposit, commercial paper and US government bond funds.
LSAT MSCI ESG Analytics Insight
LeaderShares AlphaFactor Tactical Focused ETF has an MSCI ESG Fund Rating of A based on a score of 6.32 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. LeaderShares AlphaFactor Tactical Focused ETF ranks in the 56th percentile within its peer group and in the 68th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
LSAT MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
LSAT Summary Data
LSAT Portfolio Data
LSAT Index Data
LSAT Portfolio Management
LSAT Tax Exposures
LSAT Fund Structure
LSAT Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of LSAT. LSAT is rated a 5 out of 5.
LSAT Sector/Industry Breakdown
LSAT Top 10 Holdings[View All]
LSAT Economic Development
LSAT Performance Statistics
LSAT MSCI ESG Ratings
LSAT Benchmark Comparison Summary
LSAT Benchmark Comparison Market Cap Size