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
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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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