ZIGThe Acquirers Fund
ZIG Fund Description
ZIG tracks a fundamental selected and weighted long/short index of large-cap equities. It uses a set of rules to assign weights to each equity that adds up to 130% long and 30% short exposure.
ZIG Factset Analytics Insight
ZIG achieves a 100% net positive exposure combining 130% long with 30% short. Short positions are selected by determining what the fund manager considers overvalued in 3 ways: (a) a wide discount to a conservative valuation, (b) a strong, liquid balance sheet, and (c) a robust business capable of generating free cash flows. As for the short components, ZIG defines them with (a) a large premium to an optimistic valuation, (b) a weak, distressed balance sheet, and (c) a deteriorating business and stock price. The Index is reconstituted and rebalanced quarterly.
ZIG MSCI ESG Analytics Insight
The Acquirers Fund has an MSCI ESG Fund Rating of AA based on a score of 7.97 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. The Acquirers Fund ranks in the 92nd percentile within its peer group and in the 99th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ZIG Summary Data
ZIG Portfolio Data
ZIG Index Data
ZIG Portfolio Management
ZIG Tax Exposures
ZIG Fund Structure
ZIG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ZIG. ZIG is rated a 4 out of 5.
ZIG Sector/Industry Breakdown
ZIG Economic Development
ZIG Performance Statistics
ZIG MSCI ESG Ratings
ZIG Benchmark Comparison Summary
ZIG Benchmark Comparison Market Cap Size