UBCBUBC Algorithmic Fundamentals ETF
UBCB Fund Description
UBCB is an active, non-transparent fund that utilizes proprietary AI algorithms to select US large-cap companies based on current and predicted fundamental performance.
UBCB Factset Analytics Insight
UBCB is actively managed by proprietary artificial intelligence algorithms programmed to invest in currently profitable companies with predicated expanding fundamentals. It aims to achieve this by simultaneously running multiple independent models which generate a wide range of short- to midterm fundamental predictions for economic metrics, industries, and large-cap companies across multiple market sectors. These predictions are made daily to actively select companies and benchmark them against industry peers and the broader market. The algorithm will automatically invest, divest, and rebalance the fund's holdings, as well as provide real-time performance monitoring and systematic risk management to optimize portfolio performance. The fund typically holds 40 to 80 US large-cap stocks from a broad range of industries. Note that this fund is non-transparent, and will only publish a verified intraday indicative value throughout the trading day.
UBCB Summary Data
UBCB Portfolio Data
UBCB Index Data
UBCB Portfolio Management
UBCB Tax Exposures
UBCB Fund Structure
UBCB Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of UBCB. UBCB is rated a N/A out of 5.
UBCB Economic Development
UBCB Performance Statistics
UBCB Benchmark Comparison Summary
UBCB 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.