First Trust Developed Markets ex-US Small Cap AlphaDEX Fund
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- Description
- Performance
- Comps
- Fundamentals
- Valuation
- Rating
First Trust Developed Markets ex-US Small Cap AlphaDEX Fund is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that correspond to the Defined Developed Markets ex-US Small Cap Index. |
Category | International Equities |
Fund Sponsor | First Trust Advisors LP |
Website | www.ftportfolios.com |
Inception date | Feb 15, 2012 |
Assets (mns) | $8 |
Currency | USD |
Expense ratio | 80 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | Brown Brothers Harriman & Co |
Weighting | Tiered |
Index replication | Full |
Uses derivatives | No |
Options available | No |
No. of constituents | 412 |
Wgt avg mkt cap (mns) | $1,382 |
Large cap (>$10bn) | 0.0% |
Mid cap ($2-10bn) | 26.4% |
Small cap (<$2bn) | 73.2% |
Developed mkts | 83.4% |
Emerging mkts | 16.6% |
HYOSUNG HEAVY INDUSTRIES CORPORATI | 6.7 % |
CELESTICA INC | 0.7 % |
ALTEOGEN INC. | 0.7 % |
FUTABA INDUSTRIAL CO LTD | 0.6 % |
TOPRE CORP | 0.6 % |
HYUNDAI ELECTRIC & ENERGY SYSTEMS | 0.6 % |
WEST AFRICAN RESOURCES LTD | 0.5 % |
JVC KENWOOD HOLDINGS INC | 0.5 % |
TEEKAY TANKERS LTD-CLASS A | 0.5 % |
BANK OF GEORGIA HOLDINGS PLC | 0.5 % | Total | 11.9 % |
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JAPAN | 41.5 % | |
SOUTH KOREA | 15.8 % | |
CANADA | 8.0 % | |
BRITAIN | 5.5 % | |
AUSTRALIA | 3.6 % | |
GERMANY | 2.4 % | |
NORWAY | 1.9 % | |
SWEDEN | 1.6 % | |
ITALY | 1.6 % | |
SINGAPORE | 1.5 % |
HISTORICAL PERFORMANCE
Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
0.0% | 5.4% | 4.6% | 3.3% | 4.9% |
versus... | Beta | R-squared |
S&P500 | 0.88 | 61% |
MSCI EAFE | 1.02 | 76% |
MSCI Emg. Mkts. | 0.70 | 38% |
Recent close | $42.27 |
30d moving avg. | $38.80 |
Annualized volatility | 20.1% |
Short interest (ETF) | 0.7% |
Relative strength (RSI) | 58 |
Avg. volume (thou.) | 1 |
Turnover | 0.5% |
Bid/Ask (% of price) | 0.61% |
ADV underlying (mns) | $2,347 |
FINDING ALTERNATIVE FUNDS
Below is a list of 355 potential alternatives to the First Trust Developed Markets ex-US Small Cap AlphaDEX Fund ETF based on the alternatives' overlap in portfolio holdings with FDTS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | FDTS | Expense: | 80 bp | ALTAR Score™: | 10.6% |
Ticker | Fund Name |
Overlap1 vs FDTS (%) |
Expense ratio (bp) |
Savings vs FDTS (bp) |
ALTAR Score™ (%) |
ALTAR vs FDTS (%) |
AVDV | Avantis International Small Cap Value ETF | 25.5 | 36 | 44 | 7.5 | -3.1 |
DISV | Dimensional International Small Cap Value ETF | 19.8 | 42 | 38 | 8.7 | -1.9 |
DFJ | WisdomTree Japan SmallCap Dividend Fund | 18.3 | 58 | 22 | 7.5 | -3.1 |
DXJS | WisdomTree Japan Hedged SmallCap Equity Fund | 17.9 | 58 | 22 | 7.2 | -3.4 |
PDN | Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF | 17.5 | 49 | 31 | 5.8 | -4.8 |
DLS | WisdomTree International SmallCap Dividend Fund | 16.2 | 58 | 22 | 8.5 | -2.1 |
FNDC | Schwab Fundamental International Small Co. Index ETF | 15.9 | 39 | 41 | 6.5 | -4.0 |
SCJ | iShares MSCI Japan Small-Cap ETF | 15.9 | 50 | 30 | 5.9 | -4.6 |
GWX | SPDR S&P International Small Cap ETF | 15.5 | 40 | 40 | 5.1 | -5.5 |
DFIS | Dimensional International Small Cap ETF | 12.5 | 39 | 41 | 6.4 | -4.2 |
ISCF | iShares International SmallCap Equity Factor ETF | 12.1 | 23 | 57 | 8.4 | -2.2 |
SCHC | Schwab International Small-Cap Equity ETF | 11.0 | 11 | 69 | 5.7 | -4.9 |
TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 8.5 | 39 | 41 | 7.2 | -3.4 |
VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | 8.4 | 7 | 73 | 6.2 | -4.4 |
SCZ | iShares MSCI EAFE Small-Cap ETF | 8.0 | 40 | 40 | 5.8 | -4.8 |
IMFL | Invesco International Developed Dynamic Multifactor ETF | 7.9 | 34 | 46 | 10.7 | +0.1 |
DFE | WisdomTree Europe SmallCap Dividend Fund | 7.6 | 58 | 22 | 10.6 | +0.0 |
FYLD | Cambria Foreign Shareholder Yield ETF | 5.0 | 59 | 21 | 11.5 | +0.9 |
EWUS | iShares MSCI United Kingdom Small Cap ETF | 4.9 | 59 | 21 | 5.9 | -4.7 |
VIDI | Vident International Equity Strategy ETF | 4.4 | 61 | 19 | 11.2 | +0.6 |
AVDE | Avantis International Equity ETF | 4.3 | 23 | 57 | 7.6 | -3.0 |
DFIC | Dimensional International Core Equity 2 ETF | 4.2 | 23 | 57 | 7.2 | -3.4 |
IEUS | iShares MSCI Europe Small-Cap ETF | 4.2 | 42 | 38 | 5.6 | -5.0 |
EUSC | WisdomTree Europe Hedged SmallCap Equity Fund | 4.0 | 58 | 22 | 8.8 | -1.8 |
DXJ | WisdomTree Japan Hedged Equity Fund | 3.9 | 48 | 32 | 7.5 | -3.1 |
MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 3.8 | 39 | 41 | 7.3 | -3.3 |
DEEF | Xtrackers FTSE Developed ex US Multifactor ETF | 3.5 | 24 | 56 | 8.3 | -2.3 |
EEMS | iShares MSCI Emerging Markets Small Cap ETF | 3.4 | 70 | 10 | 7.0 | -3.5 |
BOAT | SonicShares Global Shipping ETF | 3.4 | 69 | 11 | 28.0 | +17.4 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 3.3 | 30 | 50 | 7.5 | -3.1 |
DGS | WisdomTree Emerging Markets SmallCap Dividend Fund | 3.3 | 58 | 22 | 10.0 | -0.6 |
SDIV | Global X Superdividend ETF | 3.2 | 58 | 22 | 16.1 | +5.5 |
FLKR | Franklin FTSE South Korea ETF | 3.2 | 9 | 71 | 8.8 | -1.8 |
VPL | Vanguard FTSE Pacific ETF | 3.0 | 8 | 72 | 6.4 | -4.2 |
CGV | Conductor Global Equity Value ETF | 2.9 | 130 | -50 | 10.1 | -0.4 |
ENOR | iShares MSCI Norway ETF | 2.7 | 53 | 27 | 7.7 | -2.9 |
IPAC | iShares Core MSCI Pacific ETF | 2.7 | 9 | 71 | 6.2 | -4.3 |
DFSI | Dimensional International Sustainability Core 1 ETF | 2.7 | 24 | 56 | 6.0 | -4.6 |
NORW | Global X MSCI Norway ETF | 2.7 | 50 | 30 | 7.6 | -2.9 |
GOEX | Global X Gold Explorers ETF | 2.7 | 65 | 15 | 5.0 | -5.6 |
JPIN | J.P. Morgan Diversified Return International Equity ETF | 2.7 | 37 | 43 | 8.4 | -2.1 |
GDXJ | VanEck Junior Gold Miners ETF | 2.7 | 52 | 28 | 5.6 | -5.0 |
IPKW | Invesco International BuyBack Achievers ETF | 2.5 | 55 | 25 | 9.1 | -1.5 |
DTH | WisdomTree International High Dividend Fund | 2.4 | 58 | 22 | 9.9 | -0.6 |
SGDJ | Sprott Junior Gold Miners ETF | 2.4 | 50 | 30 | 5.3 | -5.3 |
DIM | WisdomTree International MidCap Dividend Fund | 2.3 | 58 | 22 | 7.4 | -3.2 |
FID | First Trust S&P International Dividend Aristocrats ETF | 2.3 | 60 | 20 | 9.3 | -1.3 |
WDIV | SPDR S&P Global Dividend ETF | 2.3 | 40 | 40 | 9.5 | -1.1 |
KDIV | KraneShares S&P Pan Asia Dividend Aristocrats Index ETF | 2.3 | 68 | 12 | 7.0 | -3.6 |
DFAI | Dimensional International Core Equity Market ETF | 2.2 | 18 | 62 | 6.7 | -3.9 |
SEA | U.S. Global Sea to Sky Cargo ETF | 2.1 | 60 | 20 | 26.9 | +16.3 |
FPXE | First Trust IPOX Europe Equity Opportunities ETF | 2.0 | 70 | 10 | 3.7 | -6.9 |
DWM | WisdomTree International Equity Fund | 1.9 | 48 | 32 | 7.7 | -2.9 |
AVES | Avantis Emerging Markets Value ETF | 1.9 | 36 | 44 | 11.7 | +1.1 |
FLJP | Franklin FTSE Japan ETF | 1.9 | 9 | 71 | 6.6 | -4.0 |
FLJH | Franklin FTSE Japan Hedged ETF | 1.9 | 9 | 71 | 6.4 | -4.2 |
GOAU | U.S. Global GO GOLD and Precious Metal Miners ETF | 1.8 | 60 | 20 | 7.1 | -3.5 |
DDWM | WisdomTree Dynamic Currency Hedged International Equity Fund | 1.8 | 40 | 40 | 7.6 | -3.0 |
INTF | iShares International Equity Factor ETF | 1.8 | 15 | 65 | 7.7 | -2.9 |
FNDF | Schwab Fundamental International Large Co. Index ETF | 1.8 | 25 | 55 | 8.7 | -1.9 |
AVIV | Avantis International Large Cap Value ETF | 1.8 | 25 | 55 | 8.5 | -2.0 |
TLTE | FlexShares Morningstar Emerging Markets Factor Tilt Index | 1.8 | 59 | 21 | -0.6 | -11.1 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 1.8 | 80 | 0 | 4.3 | -6.3 |
VEA | Vanguard FTSE Developed Markets ETF | 1.7 | 5 | 75 | 6.7 | -3.9 |
IDEV | iShares Core MSCI International Developed Markets ETF | 1.7 | 4 | 76 | 6.6 | -4.0 |
IDV | iShares International Select Dividend ETF | 1.7 | 51 | 29 | 14.0 | +3.4 |
JPXN | iShares JPX-Nikkei 400 ETF | 1.7 | 48 | 32 | 7.0 | -3.6 |
GDX | VanEck Gold Miners ETF | 1.6 | 51 | 29 | 5.0 | -5.6 |
RFDI | First Trust Riverfront Dynamic Developed International ETF | 1.6 | 83 | -3 | 8.8 | -1.8 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 1.6 | 56 | 24 | 13.5 | +2.9 |
IEFA | iShares Core MSCI EAFE ETF | 1.6 | 7 | 73 | 6.5 | -4.1 |
IQIN | IQ 500 International ETF | 1.6 | 25 | 55 | 8.6 | -2.0 |
PICK | iShares MSCI Global Metals & Mining Producers ETF | 1.5 | 39 | 41 | 10.9 | +0.3 |
IXUS | iShares Core MSCI Total International Stock ETF | 1.5 | 7 | 73 | 4.9 | -5.7 |
WPS | iShares International Developed Property ETF | 1.5 | 48 | 32 | 6.6 | -4.0 |
DFSE | Dimensional Emerging Markets Sustainability Core 1 ETF | 1.5 | 41 | 39 | 7.8 | -2.8 |
MFEM | PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF | 1.4 | 50 | 30 | 10.3 | -0.3 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 1.4 | 3 | 77 | 6.6 | -4.0 |
IFGL | iShares International Developed Real Estate ETF | 1.3 | 48 | 32 | 6.7 | -3.9 |
VEGI | iShares MSCI Agriculture Producers ETF | 1.3 | 39 | 41 | 8.9 | -1.7 |
AVEM | Avantis Emerging Markets Equity ETF | 1.3 | 33 | 47 | 8.7 | -1.9 |
VXUS | Vanguard Total International Stock ETF | 1.3 | 7 | 73 | 5.1 | -5.5 |
VNQI | Vanguard Global ex-U.S. Real Estate ETF | 1.3 | 12 | 68 | 8.1 | -2.5 |
AZTD | Aztlan Global Stock Selection DM SMID ETF | 1.2 | 75 | 5 | 4.2 | -6.4 |
IQDG | WisdomTree International Quality Dividend Growth Fund | 1.2 | 42 | 38 | 5.6 | -5.0 |
HAUZ | DBX ETF Trust - Xtrackers International Real Estate ETF | 1.2 | 10 | 70 | 7.7 | -2.8 |
EWY | iShares MSCI South Korea ETF | 1.2 | 58 | 22 | 8.1 | -2.5 |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | 1.2 | 29 | 51 | 8.5 | -2.1 |
RING | iShares MSCI Global Gold Miners ETF | 1.2 | 39 | 41 | 6.2 | -4.4 |
LVHI | Franklin International Low Volatility High Dividend Index ET | 1.2 | 40 | 40 | 10.1 | -0.5 |
FTRI | First Trust Indxx Global Natural Resources Income ETF | 1.2 | 70 | 10 | 9.6 | -1.0 |
CUT | Invesco MSCI Global Timber ETF | 1.2 | 61 | 19 | 7.9 | -2.6 |
VSGX | Vanguard ESG International Stock ETF | 1.2 | 12 | 68 | 4.2 | -6.4 |
RODE | Hartford Multifactor Diversified International ETF | 1.2 | 29 | 51 | 11.2 | +0.6 |
DFEM | Dimensional Emerging Markets Core Equity 2 ETF | 1.2 | 38 | 42 | 8.0 | -2.6 |
DFEV | Dimensional Emerging Markets Value ETF | 1.1 | 43 | 37 | 10.8 | +0.2 |
EIS | iShares MSCI Israel ETF | 1.1 | 58 | 22 | 8.8 | -1.8 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 1.1 | 45 | 35 | 6.3 | -4.3 |
SHPP | Pacer Industrials and Logistics ETF | 1.1 | 60 | 20 | 8.3 | -2.3 |
DFIV | Dimensional International Value ETF | 1.1 | 27 | 53 | 9.7 | -0.9 |
FILL | iShares MSCI Global Energy Producers ETF | 1.1 | 39 | 41 | 9.3 | -1.3 |
ROAM | Hartford Multifactor Emerging Markets ETF | 1.0 | 44 | 36 | 11.4 | +0.8 |
ISRA | VanEck Israel ETF | 1.0 | 59 | 21 | 8.1 | -2.5 |
EUDG | WisdomTree Europe Quality Dividend Growth Fund | 1.0 | 58 | 22 | 5.8 | -4.8 |
IMOM | Alpha Architect International Quantitative Momentum ETF | 1.0 | 49 | 31 | 6.5 | -4.1 |
DEHP | Dimensional Emerging Markets High Profitability ETF | 1.0 | 41 | 39 | 6.9 | -3.7 |
AFK | VanEck Africa Index ETF | 1.0 | 98 | -18 | 8.5 | -2.1 |
WBAT | WisdomTree Battery Value Chain and Innovation Fund | 1.0 | 45 | 35 | 4.6 | -6.0 |
SGDM | Sprott Gold Miners ETF | 1.0 | 50 | 30 | 6.5 | -4.1 |
VGK | Vanguard FTSE Europe ETF | 0.9 | 11 | 69 | 6.7 | -3.9 |
MOO | VanEck Agribusiness ETF | 0.9 | 53 | 27 | 9.0 | -1.6 |
IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | 0.9 | 58 | 22 | 5.3 | -5.3 |
EEMD | AAM S&P Emerging Markets High Dividend Value ETF | 0.9 | 49 | 31 | 18.4 | +7.8 |
PXF | Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 0.8 | 45 | 35 | 8.1 | -2.5 |
EDEN | iShares MSCI Denmark ETF | 0.8 | 53 | 27 | 6.7 | -3.9 |
SPEU | SPDR Portfolio Europe ETF | 0.8 | 7 | 73 | 6.6 | -4.0 |
IVAL | Alpha Architect International Quantitative Value ETF | 0.8 | 49 | 31 | 6.0 | -4.6 |
NVIR | Horizon Kinetics Energy and Remediation ETF | 0.8 | 85 | -5 | 2.1 | -8.5 |
IEUR | iShares Core MSCI Europe ETF | 0.8 | 11 | 69 | 6.6 | -4.0 |
EMGF | iShares Emerging Markets Equity Factor ETF | 0.8 | 25 | 55 | 8.5 | -2.1 |
DFAE | Dimensional Emerging Core Equity Market ETF | 0.8 | 35 | 45 | 7.5 | -3.1 |
FDEM | Fidelity Emerging Markets Multifactor ETF | 0.8 | 25 | 55 | 11.4 | +0.8 |
DNL | WisdomTree Global ex-US Quality Dividend Growth Fund | 0.7 | 42 | 38 | 6.5 | -4.1 |
JSTC | Adasina Social Justice All Cap Global ETF | 0.7 | 89 | -9 | 4.4 | -6.2 |
EMMF | WisdomTree Emerging Markets Multifactor Fund | 0.7 | 48 | 32 | 8.5 | -2.1 |
REET | iShares Global REIT ETF | 0.7 | 14 | 66 | 6.8 | -3.8 |
RWX | SPDR Dow Jones International Real Estate ETF | 0.7 | 59 | 21 | 6.0 | -4.6 |
DIHP | Dimensional International High Profitability ETF | 0.7 | 29 | 51 | 6.8 | -3.8 |
WOOD | iShares Global Timber & Forestry ETF | 0.7 | 42 | 38 | 8.9 | -1.7 |
AVRE | Avantis Real Estate ETF | 0.6 | 17 | 63 | 6.2 | -4.4 |
IEMG | iShares Core MSCI Emerging Markets ETF | 0.6 | 9 | 71 | 1.1 | -9.5 |
HYDR | Global X Hydrogen ETF | 0.6 | 50 | 30 | -12.0 | -22.6 |
CGW | Invesco S&P Global Water Index ETF | 0.6 | 57 | 23 | 3.7 | -6.9 |
VYMI | Vanguard International High Dividend Yield ETF | 0.6 | 22 | 58 | 9.5 | -1.1 |
DBEZ | Xtrackers MSCI Eurozone Hedged Equity ETF | 0.6 | 45 | 35 | 6.0 | -4.5 |
SCHF | Schwab International Equity ETF | 0.6 | 6 | 74 | 6.8 | -3.8 |
GEM | Goldman Sachs ActiveBeta Emerging Markets Equity ETF | 0.6 | 45 | 35 | 8.3 | -2.3 |
CRIT | Optica Rare Earths & Critical Materials ETF Optica Rare Eart | 0.6 | 85 | -5 | 7.8 | -2.8 |
ERET | iShares Environmentally Aware Real Estate ETF | 0.6 | 30 | 50 | 6.7 | -3.9 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure | 0.6 | 58 | 22 | 4.3 | -6.3 |
RFEM | First Trust Riverfront Dynamic Emerging Markets ETF | 0.6 | 95 | -15 | 10.6 | -0.0 |
GFOF | Grayscale Future of Finance ETF | 0.6 | 70 | 10 | -3.8 | -14.3 |
IDMO | Invesco S&P International Developed Momentum ETF | 0.6 | 25 | 55 | 7.4 | -3.2 |
IQRA | IQ CBRE Real Assets ETF | 0.5 | 65 | 15 | 5.6 | -5.0 |
GLOF | iShares Global Equity Factor ETF | 0.5 | 20 | 60 | 7.0 | -3.6 |
IDX | VanEck Indonesia Index ETF | 0.5 | 57 | 23 | 7.8 | -2.8 |
IGRO | iShares International Dividend Growth ETF | 0.5 | 15 | 65 | 7.2 | -3.3 |
ODDS | Pacer BlueStar Digital Entertainment ETF | 0.5 | 60 | 20 | 2.0 | -8.5 |
DEM | WisdomTree Emerging Markets High Dividend Fund | 0.5 | 63 | 17 | 12.4 | +1.8 |
DSMC | Distillate Small/Mid Cash Flow ETF | 0.5 | 55 | 25 | 11.0 | +0.4 |
BSVO | EA Bridgeway Omni Small-Cap Value ETF | 0.5 | 47 | 33 | 9.1 | -1.4 |
PXJ | Invesco Oil & Gas Services ETF | 0.5 | 63 | 17 | 1.3 | -9.3 |
DEEP | Roundhill Acquirers Deep Value ETF | 0.5 | 80 | 0 | 13.7 | +3.1 |
AFSM | First Trust Active Factor Small Cap ETF | 0.5 | 75 | 5 | 7.4 | -3.2 |
PBD | Invesco Global Clean Energy ETF | 0.5 | 75 | 5 | -2.2 | -12.8 |
NERD | Roundhill Video Games ETF | 0.5 | 50 | 30 | 6.6 | -3.9 |
GAMR | Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T | 0.5 | 75 | 5 | 4.6 | -6.0 |
DFGR | Dimensional Global Real Estate ETF | 0.5 | 22 | 58 | 6.6 | -4.0 |
GDVD | R3 Global Dividend Growth ETF | 0.5 | 88 | -8 | 5.7 | -4.9 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 0.5 | 8 | 72 | 5.0 | -5.6 |
EWN | iShares MSCI Netherlands ETF | 0.5 | 50 | 30 | 4.4 | -6.2 |
SVAL | iShares US Small Cap Value Factor ETF | 0.5 | 20 | 60 | 10.9 | +0.3 |
ZSB | USCF Sustainable Battery Metals Strategy Fund | 0.5 | 61 | 19 | 18.2 | +7.6 |
NUEM | Nuveen ESG Emerging Markets Equity ETF | 0.5 | 36 | 44 | 6.7 | -3.9 |
FDD | First Trust Stoxx European Select Dividend Index Fund | 0.5 | 58 | 22 | 12.5 | +1.9 |
VIGI | Vanguard International Dividend Appreciation ETF | 0.5 | 15 | 65 | 5.4 | -5.2 |
EFNL | iShares MSCI Finland ETF | 0.5 | 56 | 24 | 6.9 | -3.7 |
FDEV | Fidelity International Multifactor ETF | 0.5 | 18 | 62 | 7.2 | -3.4 |
VT | Vanguard Total World Stock ETF | 0.5 | 7 | 73 | 4.9 | -5.7 |
DWX | SPDR S&P International Dividend ETF | 0.5 | 45 | 35 | 6.7 | -3.9 |
DGRE | WisdomTree Emerging Markets Quality Dividend Growth Fund | 0.5 | 32 | 48 | 7.0 | -3.6 |
BKCH | Global X Blockchain ETF | 0.4 | 50 | 30 | -4.6 | -15.2 |
BLKC | Invesco Alerian Galaxy Blockchain Users and Decentralized Co | 0.4 | 61 | 19 | -0.4 | -10.9 |
SATO | Invesco Alerian Galaxy Crypto Economy ETF | 0.4 | 61 | 19 | -6.5 | -17.1 |
BITQ | Bitwise Crypto Industry Innovators ETF | 0.4 | 85 | -5 | -4.2 | -14.8 |
WISE | Themes Generative Artificial Intelligence ETF | 0.4 | 35 | 45 | 1.7 | -8.9 |
DAPP | VanEck Digital Transformation ETF | 0.4 | 50 | 30 | -4.3 | -14.9 |
FLAX | Franklin FTSE Asia Ex Japan ETF | 0.4 | 19 | 61 | 7.1 | -3.4 |
EYLD | Cambria Emerging Shareholder Yield ETF | 0.4 | 66 | 14 | 12.6 | +2.0 |
PSP | Invesco Global Listed Private Equity ETF | 0.4 | 106 | -26 | 9.2 | -1.4 |
ARB | AltShares Merger Arbitrage ETF | 0.4 | 77 | 3 | 0.6 | -10.0 |
CRAK | VanEck Oil Refiners ETF | 0.4 | 61 | 19 | 14.5 | +4.0 |
RWO | SPDR Dow Jones Global Real Estate ETF | 0.4 | 50 | 30 | 6.3 | -4.3 |
URA | Global X Uranium ETF | 0.4 | 69 | 11 | 1.9 | -8.7 |
QLVE | FlexShares Emerging Markets Quality Low Volatility Index Fun | 0.4 | 40 | 40 | 7.2 | -3.4 |
IBLC | iShares Blockchain and Tech ETF | 0.4 | 47 | 33 | -1.3 | -11.9 |
SHLD | Global X Defense Tech ETF | 0.4 | 50 | 30 | 4.7 | -5.9 |
FIXT | Procure Disaster Recovery Strategy ETF | 0.4 | 75 | 5 | 3.7 | -6.9 |
BKEM | BNY Mellon Emerging Markets Equity ETF | 0.4 | 11 | 69 | -12.7 | -23.3 |
EELV | Invesco S&P Emerging Markets Low Volatility ETF | 0.4 | 29 | 51 | 8.4 | -2.2 |
GSEE | Goldman Sachs MarketBeta Emerging Markets Equity ETF | 0.4 | 36 | 44 | -12.8 | -23.4 |
SLVP | iShares MSCI Global Silver Miners ETF | 0.4 | 39 | 41 | 4.1 | -6.5 |
DVYA | iShares Asia/Pacific Dividend ETF | 0.4 | 49 | 31 | 11.1 | +0.5 |
EEMV | iShares MSCI Emerging Markets Min Vol Factor ETF | 0.4 | 25 | 55 | 6.8 | -3.8 |
HEDJ | WisdomTree Europe Hedged Equity Fund | 0.4 | 58 | 22 | 8.0 | -2.6 |
TINT | ProShares Smart Materials ETF | 0.4 | 58 | 22 | 5.4 | -5.2 |
FLAU | Franklin FTSE Australia ETF | 0.4 | 9 | 71 | 5.4 | -5.2 |
KLDW | Knowledge Leaders Developed World ETF | 0.4 | 75 | 5 | 4.7 | -5.9 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 0.4 | 29 | 51 | 7.0 | -3.6 |
DMDV | AAM S&P Developed Markets High Dividend Value ETF | 0.3 | 39 | 41 | 11.7 | +1.1 |
GVAL | Cambria Global Value ETF | 0.3 | 68 | 12 | 11.8 | +1.2 |
GCLN | Goldman Sachs Bloomberg Clean Energy Equity ETF | 0.3 | 45 | 35 | 6.1 | -4.5 |
FMET | Fidelity Metaverse ETF | 0.3 | 39 | 41 | 4.1 | -6.5 |
ESPO | VanEck Video Gaming and eSports ETF | 0.3 | 56 | 24 | 3.6 | -7.0 |
HERO | Global X Video Games & Esports ETF | 0.3 | 50 | 30 | 4.4 | -6.1 |
INDS | Pacer Industrial Real Estate ETF | 0.3 | 55 | 25 | 5.4 | -5.2 |
ROOF | IQ CBRE NextGen Real Estate ETF | 0.3 | 60 | 20 | 7.3 | -3.3 |
OBOR | KraneShares MSCI One Belt One Road Index ETF | 0.3 | 79 | 1 | 10.0 | -0.6 |
RNWZ | TrueShares Eagle Global Renewable Energy Income ETF | 0.3 | 75 | 5 | 6.8 | -3.8 |
EWO | iShares MSCI Austria ETF | 0.3 | 50 | 30 | 13.1 | +2.6 |
IWTR | iShares MSCI Water Management Multisector ETF | 0.3 | 47 | 33 | 4.5 | -6.1 |
EWK | iShares MSCI Belgium ETF | 0.3 | 50 | 30 | 7.3 | -3.3 |
XC | WisdomTree Emerging Markets Ex-China Fund | 0.3 | 32 | 48 | -4.7 | -15.3 |
GXG | Global X MSCI Colombia ETF | 0.3 | 62 | 18 | 14.8 | +4.3 |
JEMA | JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.3 | 33 | 47 | 7.0 | -3.6 |
AQWA | Global X Clean Water ETF | 0.3 | 50 | 30 | 4.1 | -6.5 |
PIO | Invesco Global Water ETF | 0.3 | 75 | 5 | 4.3 | -6.3 |
XSOE | WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | 0.3 | 32 | 48 | 6.0 | -4.6 |
CVY | Invesco Zacks Multi-Asset Income ETF | 0.3 | 106 | -26 | 9.9 | -0.7 |
FCG | First Trust Natural Gas ETF | 0.3 | 60 | 20 | 10.4 | -0.2 |
GUNR | FlexShares Morningstar Global Upstream Natural Resources Ind | 0.3 | 46 | 34 | 9.1 | -1.5 |
FTAG | First Trust Indxx Global Agriculture ETF | 0.3 | 70 | 10 | 9.7 | -0.8 |
ITEQ | BlueStar Israel Technology ETF BlueStar Israel Technology Fu | 0.3 | 75 | 5 | 1.6 | -9.0 |
JHID | John Hancock International High Dividend ETF | 0.3 | 46 | 34 | 11.1 | +0.5 |
JHEM | John Hancock Multifactor Emerging Markets ETF | 0.3 | 49 | 31 | 8.2 | -2.4 |
GINN | Goldman Sachs Innovate Equity ETF | 0.3 | 52 | 28 | 2.7 | -7.9 |
AVUV | Avantis U.S. Small Cap Value ETF | 0.3 | 25 | 55 | 9.6 | -1.0 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 0.3 | 46 | 34 | 5.4 | -5.2 |
SCHY | Schwab International Dividend Equity ETF | 0.3 | 14 | 66 | 8.8 | -1.8 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 0.3 | 20 | 60 | 6.5 | -4.1 |
DRIV | Global X Autonomous & Electric Vehicles ETF | 0.2 | 68 | 12 | 4.8 | -5.8 |
COPX | Global X Copper Miners ETF | 0.2 | 65 | 15 | 7.0 | -3.5 |
VFVA | Vanguard U.S. Value Factor ETF | 0.2 | 13 | 67 | 10.2 | -0.4 |
DMAT | Global X Disruptive Materials ETF | 0.2 | 59 | 21 | 10.4 | -0.2 |
KCAL | Subversive Food Security ETF | 0.2 | 75 | 5 | 6.8 | -3.8 |
QEMM | SPDR MSCI Emerging Markets StrategicFactors ETF | 0.2 | 30 | 50 | 8.4 | -2.2 |
DEW | WisdomTree Global High Dividend Fund | 0.2 | 58 | 22 | 8.8 | -1.8 |
LDEM | iShares ESG MSCI EM Leaders ETF | 0.2 | 17 | 63 | 7.8 | -2.8 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.2 | 9 | 71 | 5.4 | -5.2 |
BKIE | BNY Mellon International Equity ETF | 0.2 | 4 | 76 | 6.7 | -3.9 |
GGME | Invesco Next Gen Media and Gaming ETF | 0.2 | 60 | 20 | 3.6 | -7.0 |
MAKX | ProShares S&P Kensho Smart Factories ETF | 0.2 | 58 | 22 | 0.5 | -10.1 |
TINY | ProShares Nanotechnology ETF | 0.2 | 58 | 22 | 1.8 | -8.7 |
EMSG | Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF | 0.2 | 20 | 60 | 7.4 | -3.2 |
BJK | VanEck Gaming ETF | 0.2 | 65 | 15 | 1.5 | -9.1 |
VFMF | Vanguard U.S. Multifactor ETF | 0.2 | 18 | 62 | 8.2 | -2.4 |
SRVR | Pacer Data & Infrastructure Real Estate ETF | 0.2 | 55 | 25 | 2.7 | -7.9 |
UFO | Procure Space ETF | 0.2 | 75 | 5 | -1.4 | -12.0 |
AVSC | Avantis U.S Small Cap Equity ETF | 0.2 | 25 | 55 | 5.0 | -5.6 |
BETZ | Roundhill Sports Betting & iGaming ETF | 0.2 | 75 | 5 | 1.8 | -8.8 |
ADIV | SmartETFs Asia Pacific Dividend Builder ETF | 0.2 | 78 | 2 | 8.9 | -1.7 |
REMX | VanEck Rare Earth/Strategic Metals ETF | 0.2 | 54 | 26 | 11.9 | +1.3 |
IRBO | iShares Robotics and Artificial Intelligence Multisector ETF | 0.2 | 47 | 33 | 0.6 | -10.0 |
IWFH | iShares Virtual Work and Life Multisector ETF | 0.2 | 47 | 33 | -3.3 | -13.9 |
IVES | Wedbush ETFMG Global Cloud Technology ETF | 0.2 | 68 | 12 | 1.2 | -9.4 |
EMCR | Xtrackers Emerging Markets Carbon Reduction and Climate Impr | 0.2 | 15 | 65 | 7.3 | -3.3 |
STCE | Schwab Crypto Thematic ETF | 0.2 | 30 | 50 | -4.7 | -15.2 |
HJEN | Direxion Hydrogen ETF | 0.2 | 45 | 35 | -0.8 | -11.4 |
LNGG | Roundhill Alerian LNG ETF | 0.2 | 65 | 15 | 8.2 | -2.4 |
RAYE | Rayliant Quantamental Emerging Market ex-China Equity ETF | 0.2 | 88 | -8 | 6.4 | -4.2 |
GREK | Global X MSCI Greece ETF | 0.2 | 57 | 23 | 1.4 | -9.2 |
FPXI | First Trust International Equity Opportunities ETF | 0.2 | 70 | 10 | 3.4 | -7.2 |
BLDG | Cambria Global Real Estate ETF | 0.2 | 60 | 20 | 9.2 | -1.4 |
XCEM | Columbia EM Core ex-China ETF | 0.2 | 16 | 64 | -24.1 | -34.6 |
IDHQ | Invesco S&P International Developed High Quality ETF | 0.2 | 29 | 51 | 5.9 | -4.7 |
DFSV | Dimensional US Small Cap Value ETF | 0.2 | 31 | 49 | 8.3 | -2.3 |
BRF | VanEck Brazil Small-Cap ETF | 0.2 | 66 | 14 | 6.6 | -4.0 |
EMXC | iShares MSCI Emerging Markets ex China ETF | 0.2 | 25 | 55 | -4.1 | -14.7 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 0.2 | 39 | 41 | 8.4 | -2.2 |
IDRV | iShares Self-driving EV & Tech ETF | 0.2 | 47 | 33 | -0.4 | -11.0 |
LUXX | Roundhill S&P Global Luxury ETF | 0.2 | 45 | 35 | 2.5 | -8.1 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.2 | 25 | 55 | 5.8 | -4.8 |
WTRE | WisdomTree New Economy Real Estate Fund | 0.2 | 58 | 22 | 4.6 | -6.0 |
DTRE | First Trust Alerian Disruptive Technology Real Estate ETF | 0.2 | 60 | 20 | 3.5 | -7.1 |
SRET | Global X SuperDividend REIT ETF | 0.2 | 59 | 21 | 11.0 | +0.5 |
RITA | ETFB Green SRI REITs ETF | 0.2 | 50 | 30 | 5.7 | -4.9 |
FLHK | Franklin FTSE Hong Kong ETF | 0.2 | 9 | 71 | 7.3 | -3.3 |
VFMO | Vanguard U.S. Momentum Factor ETF | 0.1 | 13 | 67 | 2.6 | -8.0 |
IQSI | IQ Candriam International Equity ETF | 0.1 | 15 | 65 | 6.2 | -4.4 |
EEMX | SPDR MSCI Emerging Markets Fossil Fuel Free ETF | 0.1 | 30 | 50 | 7.3 | -3.3 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 0.1 | 20 | 60 | 6.3 | -4.3 |
DFAT | Dimensional U.S. Targeted Value ETF | 0.1 | 28 | 52 | 7.7 | -2.8 |
KPOP | KPOP and Korean Entertainment ETF | 0.1 | 75 | 5 | -8.3 | -18.8 |
AIQ | Global X Artificial Intelligence & Technology ETF | 0.1 | 68 | 12 | 3.7 | -6.9 |
EEMA | iShares MSCI Emerging Markets Asia ETF | 0.1 | 49 | 31 | 6.6 | -3.9 |
OCEN | IQ Clean Oceans ETF | 0.1 | 45 | 35 | 5.1 | -5.5 |
JPEM | JPMorgan Diversified Return Emerging Markets Equity ETF | 0.1 | 44 | 36 | 9.7 | -0.9 |
HDAW | Xtrackers MSCI All World ex US High Dividend Yield Equity ET | 0.1 | 20 | 60 | 10.5 | -0.1 |
EEM | iShares MSCI Emerging Markets ETF | 0.1 | 69 | 11 | -1.0 | -11.6 |
ESGE | iShares ESG Aware MSCI EM ETF | 0.1 | 25 | 55 | 7.5 | -3.1 |
PSC | Principal U.S. Small-Cap ETF | 0.1 | 38 | 42 | 7.5 | -3.1 |
DBEM | Xtrackers MSCI Emerging Markets Hedged Equity ETF | 0.1 | 66 | 14 | -0.6 | -11.2 |
AAXJ | iShares MSCI All Country Asia ex Japan ETF | 0.1 | 70 | 10 | 6.4 | -4.2 |
ION | ProShares S&P Global Core Battery Metals ETF | 0.1 | 58 | 22 | 10.1 | -0.5 |
LIT | Global X Lithium & Battery Tech ETF | 0.1 | 75 | 5 | 10.2 | -0.4 |
BATT | Amplify Lithium & Battery Technology ETF | 0.1 | 59 | 21 | 3.6 | -7.0 |
BNE | Blue Horizon BNE ETF | 0.1 | 87 | -7 | 4.0 | -6.6 |
FSMD | Fidelity Small-Mid Multifactor ETF | 0.1 | 15 | 65 | 6.9 | -3.7 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 0.1 | 47 | 33 | 5.6 | -5.0 |
IWN | iShares Russell 2000 Value ETF | 0.1 | 24 | 56 | 5.4 | -5.2 |
VTWV | Vanguard Russell 2000 Value ETF | 0.1 | 15 | 65 | 5.5 | -5.1 |
EWX | SPDR S&P Emerging Markets Small Cap ETF | 0.1 | 65 | 15 | 7.6 | -3.0 |
BLCN | Siren ETF Trust Siren Nasdaq NexGen Economy ETF | 0.1 | 68 | 12 | 3.6 | -7.0 |
EBLU | Ecofin Global Water ESG Fund | 0.1 | 40 | 40 | 3.8 | -6.8 |
EIRL | iShares MSCI Ireland ETF | 0.1 | 50 | 30 | 5.0 | -5.6 |
SPAM | Themes Cybersecurity ETF | 0.1 | 35 | 45 | 1.9 | -8.7 |
WTAI | WisdomTree Artificial Intelligence and Innovation Fund | 0.1 | 45 | 35 | 1.2 | -9.4 |
CIBR | First Trust NASDAQ Cybersecurity ETF | 0.1 | 60 | 20 | 3.6 | -7.0 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 0.1 | 65 | 15 | 1.9 | -8.7 |
BUG | Global X Cybersecurity ETF | 0.1 | 51 | 29 | 2.2 | -8.4 |
IHAK | iShares Cybersecurity & Tech ETF | 0.1 | 47 | 33 | 2.9 | -7.7 |
IPOS | Renaissance International IPO ETF | 0.1 | 80 | 0 | -349.9 | -360.4 |
HACK | ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund | 0.1 | 60 | 20 | 3.9 | -6.7 |
WCBR | WisdomTree Cybersecurity Fund | 0.1 | 45 | 35 | 1.8 | -8.8 |
FLQS | Franklin U.S. Small Cap Multifactor Index ETF | 0.1 | 35 | 45 | 7.0 | -3.6 |
HFXI | IQ FTSE International Equity Currency Neutral ETF | 0.1 | 20 | 60 | 6.6 | -4.0 |
DFAS | Dimensional U.S. Small Cap ETF | 0.1 | 26 | 54 | 5.6 | -5.0 |
GMET | VanEck Green Metals ETF | 0.1 | 63 | 17 | 10.3 | -0.3 |
SOCL | Global X Social Media ETF | 0.1 | 65 | 15 | -6.8 | -17.4 |
EMXF | iShares ESG Advanced MSCI EM ETF | 0.1 | 16 | 64 | 7.6 | -3.0 |
FDRV | Fidelity Electric Vehicles and Future Transportation ETF | 0.1 | 39 | 41 | -3.2 | -13.8 |
KARS | KraneShares Electric Vehicles & Future Mobility Index ETF | 0.1 | 72 | 8 | 2.3 | -8.3 |
IGF | iShares Global Infrastructure ETF | 0.1 | 41 | 39 | 4.9 | -5.7 |
GII | SPDR S&P Global Infrastructure ETF | 0.1 | 40 | 40 | 5.0 | -5.5 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.1 | 39 | 41 | 3.9 | -6.7 |
MRAD | SmartETFs Advertising & Marketing Technology ETF | 0.1 | 68 | 12 | 3.7 | -6.9 |
DKRB | Subversive Decarbonization ETF | 0.1 | 75 | 5 | 2.9 | -7.7 |
CCSO | Carbon Collective Climate Solutions US Equity ETF | 0.1 | 35 | 45 | 2.1 | -8.5 |
FTWO | Strive FAANG 2.0 ETF | 0.1 | 49 | 31 | 4.8 | -5.8 |
VTWO | Vanguard Russell 2000 ETF | 0.1 | 10 | 70 | 3.6 | -7.0 |
GXC | SPDR S&P China ETF | 0.1 | 59 | 21 | 9.2 | -1.4 |
IWM | iShares Russell 2000 ETF | 0.1 | 19 | 61 | 3.4 | -7.1 |
FNDA | Schwab Fundamental US Small Co. Index ETF | 0.1 | 25 | 55 | 6.3 | -4.2 |
KEMX | KraneShares MSCI Emerging Markets EX China Index ETF | 0.1 | 24 | 56 | 6.7 | -3.9 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.0 | 42 | 38 | 4.9 | -5.7 |
PAWZ | ProShares Pet Care ETF | 0.0 | 50 | 30 | 3.4 | -7.2 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 0.0 | 41 | 39 | 6.4 | -4.2 |
CEFA | Global X S&P Catholic Values Developed ex-US ETF | 0.0 | 35 | 45 | 5.9 | -4.7 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 0.0 | 34 | 46 | 4.7 | -5.9 |
SCHE | Schwab Emerging Markets Equity ETF | 0.0 | 11 | 69 | 7.4 | -3.2 |
GMF | SPDR S&P Emerging Asia Pacific ETF | 0.0 | 49 | 31 | 6.4 | -4.2 |
VWO | Vanguard FTSE Emerging Markets ETF | 0.0 | 8 | 72 | -0.0 | -10.6 |
AGNG | Global X Aging Population ETF | 0.0 | 50 | 30 | 3.8 | -6.8 |
AVUS | Avantis U.S. Equity ETF | 0.0 | 15 | 65 | 5.8 | -4.8 |
DFUV | Dimensional US Marketwide Value ETF | 0.0 | 22 | 58 | 7.2 | -3.4 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 0.0 | 17 | 63 | 5.4 | -5.2 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.0 | 12 | 68 | 4.9 | -5.7 |
CWI | SPDR MSCI ACWI ex-US ETF | 0.0 | 30 | 50 | 6.5 | -4.1 |
ACWI | iShares MSCI ACWI ETF | 0.0 | 32 | 48 | 5.2 | -5.3 |
DFAU | Dimensional US Core Equity Market ETF | 0.0 | 12 | 68 | 5.1 | -5.5 |
FNDB | Schwab Fundamental US Broad Market Index ETF | 0.0 | 25 | 55 | 6.6 | -4.0 |
SPEM | SPDR Portfolio Emerging Markets ETF | 0.0 | 7 | 73 | 1.6 | -9.0 |
IWV | iShares Russell 3000 ETF | 0.0 | 20 | 60 | 4.7 | -5.9 |
VTHR | Vanguard Russell 3000 ETF | 0.0 | 10 | 70 | 4.8 | -5.8 |
DFUS | Dimensional U.S. Equity ETF | 0.0 | 9 | 71 | 4.9 | -5.7 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2019 | 2020 | 2021 | 2022 | 2023 | 2024E | 2025E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share | ** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
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VALUATION METRICS
2023 | 2024E | 2025E | |
---|---|---|---|
Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
First Trust Developed Markets ex-US Small Cap AlphaDEX Fund | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
SPECULATIVE |
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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