XUSA
QuantX Dynamic Beta US Equity ETFXUSA Fund Description
XUSA tracks an index of companies from the Russell 1000 universe, which is designed to maximize upside volatility as determined by a proprietary model and data from the options market.
XUSA Factset Analytics Insight
Using forward-looking data from the equity options market, XUSA seeks to optimize the upside potential of companies from the Russell 1000 universe. This quantitative fund uses a proprietary selection and weighting methodology to maximize upside volatility while managing risk by toggling between higher and lower volatility securities as determined by market conditions. Due to the dynamic nature of this fund, investors should expect a fair amount of turnover in its holdings. While not the most expensive option in its class in terms of its expense ratio, XUSA’s fee appears substantial due to the presence of ultra-low cost competitors in the space.
XUSA MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of April 21, 2019 the QuantX Dynamic Beta US Equity ETF MSCI ESG Fund Quality Score is 4.95 out of 10.
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. XUSA ranks in the 20th percentile within its peer group and in the 32nd percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
XUSA CHARTS AND PERFORMANCE
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XUSA Top 10 Countries
XUSA Top 10 Sectors
XUSA Top 10 Holdings [View All]
XUSA Summary Data
XUSA Portfolio Data
XUSA Index Data
XUSA Portfolio Management
XUSA Tax Exposures
XUSA Fund Structure
XUSA Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XUSA. XUSA is rated a 4 out of 5.
XUSA Tradability
XUSA Sector/Industry Breakdown
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XUSA TOP 10 HOLDINGS[View All]
XUSA Countries
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XUSA Regions
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XUSA Economic Development
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XUSA Performance Statistics
XUSA MSCI ESG Ratings
XUSA BENCHMARK COMPARISON SUMMARY
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XUSA BENCHMARK COMPARISON MARKET CAP SIZE
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Terms of Use
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.