WLDR
Affinity World Leaders Equity ETFWLDR Fund Description
WLDR tracks an index of multi-factor-selected securities from the developed markets, weighted in accordance with a proprietary risk model.
WLDR Factset Analytics Insight
WLDR provides a multi-factor take on developed market equities. The fund starts by selecting the securities that cover the top 85% of the Refinitiv Global Developed Equity Index by market-cap. These securities are divided into two regions (US and international), and scored based on: valuations, analyst expectations (includes earnings quality and improving fundamentals), and stock price momentum. The fund also applies a proprietary ranking system which considers the correlation between score components and subsequent long-term performance. WLDR selects the top 10% of firms within each region, which are then weighted using a proprietary risk-management system. The portfolio aims for sector-neutral exposure relative to the selection universe, with a similar geographic distribution. The index rebalances semi-annually.
WLDR Summary Data
WLDR Portfolio Data
WLDR Index Data
WLDR Portfolio Management
WLDR Tax Exposures
WLDR Fund Structure
WLDR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of WLDR. WLDR is rated a 4 out of 5.
WLDR Tradability
WLDR Sector/Industry Breakdown
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WLDR Top 10 Holdings[View All]
WLDR Countries
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WLDR Regions
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WLDR Economic Development
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WLDR Performance Statistics
WLDR Benchmark Comparison Summary
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WLDR Benchmark Comparison Market Cap Size
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