WIZMerlyn.AI Bull-Rider Bear-Fighter ETF
WIZ Fund Description
WIZ tracks a proprietary index that uses artificial intelligence to analyze momentum indicators in order to shift between aggressive or conservative ETF portfolios. The fund aims for capital appreciation.
WIZ Factset Analytics Insight
WIZ uses a fund-of-funds structure to provide exposure. At month end, an AI algorithm seeks to determine “bull” or “bear” conditions in the U.S. equity market. The fund adjusts exposure to either an aggressive or conservative portfolio accordingly. In a bull market, the algorithm selects six to eight ETFs with the highest momentum from the following categories: sectors, global/regions, countries, factors, style mix, and bonds. The portfolio is then weighted approximately 80/20 stock/bond. During a bear market, the algorithm identifies a minimum of four ETFs from U.S. bonds, gold, or broad U.S. equities. The bear market allocation will hold approximately 35% in ETFs the fund considers conservative and 65% considered aggressive. Certain ETFs will be excluded, such as money market, leverage or inverse.
WIZ MSCI ESG Analytics Insight
Merlyn.AI Bull-Rider Bear-Fighter ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.75 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. Merlyn.AI Bull-Rider Bear-Fighter ETF ranks in the 27th percentile within its peer group and in the 7th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
WIZ Summary Data
WIZ Portfolio Data
WIZ Index Data
WIZ Fund Structure
WIZ Tax Exposures
WIZ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of WIZ. WIZ is rated a N/A out of 5.