TADSThe Active Dividend Stock ETF
TADS Fund Description
TADS is an active fund that provides all cap exposure to US dividend-paying equities.
TADS Factset Analytics Insight
TADS invests in dividend-producing US equities with a bias on large caps but may also invest in all market capitalization. The fund adviser selects and weights using a proprietary tactical model that utilizes various fundamental and technical factors such as dividend growth, liquidity, sector diversity, and short-term capital appreciation. The model identifies overbought sectors to sell and oversold sectors to buy. It also looks for intermarket divergences to signal turning points that either move the same way or in contrary to the market trends. TADS may also allocate assets in volatility ETFs and ETNs, leveraged ETFs, inverse ETFs, Treasury Bond ETFs, and Inverse Treasury Bond ETFs. Prior to June 11, 2021, the fund was named Trend Aggregation Dividend Stock ETF.
TADS MSCI ESG Analytics Insight
The Active Dividend Stock ETF has an MSCI ESG Fund Rating of A based on a score of 6.29 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. The Active Dividend Stock ETF ranks in the 55th percentile within its peer group and in the 36th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
TADS Summary Data
TADS Portfolio Data
TADS Index Data
TADS Portfolio Management
TADS Tax Exposures
TADS Fund Structure
TADS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of TADS. TADS is rated a 4 out of 5.
TADS Sector/Industry Breakdown
TADS Top 10 Holdings[View All]
TADS Economic Development
TADS Performance Statistics
TADS MSCI ESG Ratings
TADS Benchmark Comparison Summary
TADS Benchmark Comparison Market Cap Size