UTRN
Vesper U.S. Large Cap Short-Term Reversal Strategy ETFUTRN Fund Description
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 the S&P 500. From that universe of stocks, the index uses a proprietary algorithm to identify and select 25 constituents believed to be the best candidates for a short-term reversal. Selected stocks are equally-weighted at each weekly rebalance. Note that this frequent turnover could negatively affect the fund’s ability to track the index.
UTRN MSCI ESG Analytics Insight
Vesper U.S. Large Cap Short-Term Reversal Strategy ETF has an MSCI ESG Fund Rating of AA based on a score of 7.63 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. Vesper U.S. Large Cap Short-Term Reversal Strategy ETF ranks in the 66th percentile within its peer group and in the 60th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
UTRN MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
UTRN Summary Data
UTRN Portfolio Data
UTRN Index Data
UTRN Portfolio Management
UTRN Tax Exposures
UTRN Fund Structure
UTRN Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of UTRN. UTRN is rated a 5 out of 5.
UTRN Tradability
UTRN Sector/Industry Breakdown
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UTRN Top 10 Holdings[View All]
UTRN Countries
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UTRN Regions
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UTRN Economic Development
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UTRN Performance Statistics
UTRN MSCI ESG Ratings
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.