TAAGTrend Aggregation Growth ETF
TAAG Fund Description
TAAG is an actively-managed fund of US growth stocks that are selected based on momentum.
TAAG Factset Analytics Insight
TAAG pursues a tactical approach to investing in US equity securities of all capitalization. The fund advisor uses a proprietary, quantitative process to select holdings based on strong price momentum and perceived short-term opportunity. Positions may also be sold short if the advisor believes securities are overvalued. TAAG may also hold volatility ETFs and ETNs along with inverse and leveraged ETFs to hedge market exposure. In addition, the advisor may use intermarket analysis models to look for price discrepancies between asset classes. The fund’s actively managed, tactical approach may result in a high portfolio turnover rate. Prior to December 23, 2020 the fund name contained "Aggressive Growth" however, no change to strategy was indicated.
TAAG MSCI ESG Analytics Insight
Trend Aggregation Growth ETF has an MSCI ESG Fund Rating of A based on a score of 5.81 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. Trend Aggregation Growth ETF ranks in the 40th percentile within its peer group and in the 39th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
TAAG Summary Data
TAAG Portfolio Data
TAAG Index Data
TAAG Portfolio Management
TAAG Tax Exposures
TAAG Fund Structure
TAAG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of TAAG. TAAG is rated a 4 out of 5.
TAAG Sector/Industry Breakdown
TAAG Top 10 Holdings[View All]
TAAG Economic Development
TAAG Performance Statistics
TAAG MSCI ESG Ratings
TAAG Benchmark Comparison Summary
TAAG Benchmark Comparison Market Cap Size