LSAF Profile
The LeaderShares AlphaFactor US Core Equity ETF aims to provide investors with broad exposure to the U.S. equity market by investing primarily in a diversified portfolio of U.S. common stocks. Under normal circumstances, the fund allocates at least 80% of its net assets, including any borrowings made for investment purposes, into equity securities that are part of its benchmark index. This strategic allocation is designed to capture the performance of a wide array of large-cap U.S. companies, ensuring broad market representation.
The underlying index for the ETF utilizes a quantitative, rules-based investment methodology to identify and rank securities. The index applies a multi-factor approach that evaluates stocks based on various financial metrics and market indicators. This systematic process focuses on the largest 1,000 U.S. common stocks by market capitalization, allowing the fund to invest in a broad spectrum of leading U.S. companies while adhering to a disciplined, data-driven investment strategy.
By leveraging a multi-factor ranking system, the LeaderShares AlphaFactor US Core Equity ETF aims to enhance portfolio performance through a combination of factors such as value, momentum, and quality. This approach seeks to identify high-potential stocks that exhibit favorable investment characteristics, potentially leading to superior returns relative to traditional market benchmarks. The ETF’s methodology emphasizes capturing alphaâ€returns in excess of the market averageâ€by selecting stocks that meet specific criteria derived from rigorous quantitative analysis.
Managed by LeaderShares, the ETF is designed to offer investors a sophisticated tool for gaining exposure to core U.S. equities while adhering to a structured investment approach. The firm’s focus on a quantitative, multi-factor methodology aims to provide a strategic advantage in achieving long-term capital appreciation. The LeaderShares AlphaFactor US Core Equity ETF is well-suited for investors seeking a comprehensive, rules-based approach to investing in large-cap U.S. equities.
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