UGCEUncommon Portfolio Design Core Equity ETF
UGCE Fund Description
UGCE is an actively managed fund that aims to outperform the S&P 500 by combining both a value and growth approach in selecting US equities.
UGCE Factset Analytics Insight
UGCE utilizes two investment models that, when combined for core US equity exposure, aims to outperform the S&P 500 Index. One model will focus on long-term capital appreciation by selecting large- and midcap stocks based on value aspects of price and dividends. The sub-advisor uses its own research to identify stocks trading below their perceived fundamental value. In addition, a quantitative process is utilized to select stocks perceived to be quality companies with a strong record of paying dividends or ability to increase their dividend and are trading at a lower price than similar companies in their respective industry. A second model will focus on GARP, which tends to include companies with high growth potential while having reasonable stock prices in comparison with expected earnings. The portfolio exposure will range between 40-60% to each model. As a result, the portfolio is a narrow selection of stocks.
UGCE MSCI ESG Analytics Insight
Uncommon Portfolio Design Core Equity ETF has an MSCI ESG Fund Rating of A based on a score of 6.28 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. Uncommon Portfolio Design Core Equity ETF ranks in the 48th percentile within its peer group and in the 47th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
UGCE Summary Data
UGCE Portfolio Data
UGCE Index Data
UGCE Portfolio Management
UGCE Tax Exposures
UGCE Fund Structure
UGCE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of UGCE. UGCE is rated a N/A out of 5.
UGCE Sector/Industry Breakdown
UGCE Economic Development
UGCE Performance Statistics
UGCE MSCI ESG Ratings
UGCE Benchmark Comparison Summary
UGCE 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.