UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
What is UTRN?
UTRN tracks an equal-weighted index of large-cap US stocks believed to benefit from a short-term reversal.
UTRN Factset Analytics Insight
UTRN employs a “short-term reversal” strategy. The idea is that, on average, stocks with relatively poor weekly performance tend to reverse and earn higher returns relative to peer stocks in the week that follows. The fund draws its holdings from a US large-cap index. From that universe of stocks, the index uses a proprietary algorithm to select 25 constituents believed to be fundamentally sound and the best candidates for a short-term reversal. Selected stocks are equally-weighted at each weekly reconstitution and rebalance. Note that this frequent turnover could negatively affect the fund’s ability to track the index. Prior to November 7, 2022 the fund tracked an index calculated by S&P Dow Jones Indices, LLC, named Vesper U.S. Large Cap Short-term Reversal Index.
UTRN Summary Data
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UTRN Portfolio Data
UTRN Index Data
UTRN Portfolio Management
UTRN Tax Exposures
UTRN Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of UTRN. UTRN is rated a 4 out of 5.
UTRN Tradability
UTRN Sector/Industry Breakdown
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UTRN Top 10 Holdings
UTRN Performance Statistics
UTRN Countries
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UTRN Regions
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UTRN Economic Development
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UTRN Benchmark Comparison Summary
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UTRN Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.