VSLUApplied Finance Valuation Large Cap ETF
VSLU Fund Description
VSLU is an actively managed fund the selects at least 200 stocks globally based on a proprietary valuation driven investment process.
VSLU Factset Analytics Insight
VSLU has a great deal of flexibility. The fund looks to hold mainly large-cap equities, but the prospectus states the fund can reach in to the small- and midcap space. The fund can also utilize leverage, inverse exposure, and commodity ETFs as well. Using their own research models, the fund adviser looks for securities it believes to have a higher return potential based on a company’s valuation, projected future earnings, dividends, leverage, growth potential, performance, and business strategy. The adviser looks to employ risk mitigation by avoiding stocks perceived to be overvalued and avoiding macro sector bets by equally weighting within each sector.
VSLU MSCI ESG Analytics Insight
Applied Finance Valuation Large Cap ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.10 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. Applied Finance Valuation Large Cap ETF ranks in the 29th percentile within its peer group and in the 9th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
VSLU Summary Data
VSLU Portfolio Data
VSLU Index Data
VSLU Portfolio Management
VSLU Tax Exposures
VSLU Fund Structure
VSLU Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of VSLU. VSLU is rated a 5 out of 5.
VSLU Sector/Industry Breakdown
VSLU Economic Development
VSLU Performance Statistics
VSLU MSCI ESG Ratings
VSLU Benchmark Comparison Summary
VSLU 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.