BTAL
AGF U.S. Market Neutral Anti-Beta Fund Alternatives$12.16
+2.74%
(+0.33)
AUM $364.1M
Expense 143.00%
52w Low $11.81
4.4% of range
52w High $19.94
50d MA $13.47
200d MA $14.77
NAV
$14.78
AUM
$364.1M
Expense
143.00%
Holdings
121
Avg Volume
355K
Inception
Sep 13, 2011
Issuer
AGF
Exchange
—
Domicile
US
ISIN
US00110G4082
50d MA
$13.47
200d MA
$14.77
About
The fund will invest primarily in long positions in low beta U.S. equities and short positions in high beta U.S. equities on a dollar neutral basis, within sectors. It will construct a dollar neutral portfolio of long and short positions of U.S. equities by investing primarily in the constituent securities of the Dow Jones U.S. Thematic Market Neutral Low Beta Index in approximately the same weigh…
Sector Exposure
Technology
19.6%
Financial Services
14.9%
Industrials
13.6%
Consumer Cyclical
12.5%
Healthcare
10.2%
Real Estate
5.8%
Consumer Defensive
5.8%
Utilities
5.3%
Energy
4.7%
Basic Materials
3.9%
Communication Services
3.6%