SQEWLeaderShares Equity Skew ETF
SQEW Fund Description
SQEW is an actively managed fund that invests in global equities. The fund weights companies based on quantitative factors including statistical skew.
SQEW Factset Analytics Insight
SQEW is the 2nd ETF by LeaderShares and is actively managed to invest in global equities. The fund’s primary equity style exposure and factors are: US Large Cap Growth, US Large Cap Value, US Small Cap Growth, US Small Cap Value and Emerging Markets. SQEW pursues a contrarian approach in selecting its portfolio based quantitative research. Weighting of constituents is based on proprietary quantitative factors including statistical skew. Measuring skewness allows the Adviser to take each groups of stocks and determine their relative weightings based on how recent returns of such group fits into its historical returns. This measure generally leads equities that have outperformed to have reduced exposure and those that’ve underperformed to have increased exposure at each rebalance. The Fund may hold defensive holdings of up to 100% high-quality short-term debts, money market instruments and cash.
SQEW MSCI ESG Analytics Insight
LeaderShares Equity Skew ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.08 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 Equity Skew ETF ranks in the 29th percentile within its peer group and in the 8th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SQEW Summary Data
SQEW Portfolio Data
SQEW Index Data
SQEW Portfolio Management
SQEW Tax Exposures
SQEW Fund Structure
SQEW Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SQEW. SQEW is rated a 2 out of 5.
SQEW Sector/Industry Breakdown
SQEW Top 10 Holdings[View All]
SQEW Economic Development
SQEW Performance Statistics
SQEW MSCI ESG Ratings
SQEW Benchmark Comparison Summary
SQEW Benchmark Comparison Market Cap Size