VUSEVident Core U.S. Equity Fund
VUSE Fund Description
VUSE tracks an index of US companies that selects stocks within each sector based on valuation, governance, earnings quality, and momentum. It weights securities in a tiered structure by sector and risk.
VUSE Factset Analytics Insight
VUSE sets its sights high with a reasonable but complex set of screens which produces a portfolio that differs materially from the market. First, the fund looks for firms with high-quality leadership and governance by using accounting-related metrics and assessing corporate governance policies. Second, VUSE screens for stocks that are fairly priced based on fundamentals and momentum—a combination that might avoid the value trap. Stocks are weighted by the same suite of factors. While tight constraints keep sector exposure in line with that of the market, the fund has shown major biases to smaller firms at times. Overall, VUSE offers a decidedly non-vanilla take on the market in a viable wrapper. The index is reconstituted and rebalanced on a semi-annual basis. Note: The fund tracked a slightly different index, Vident Core U.S. Equity Index, prior to January 6, 2016.
VUSE Summary Data
VUSE Portfolio Data
VUSE Index Data
VUSE Portfolio Management
VUSE Tax Exposures
VUSE Fund Structure
VUSE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of VUSE. VUSE is rated a 5 out of 5.
VUSE Sector/Industry Breakdown
VUSE Top 10 Holdings[View All]
VUSE Economic Development
VUSE Performance Statistics
VUSE Benchmark Comparison Summary
VUSE Benchmark Comparison Market Cap Size