ProShares Global Listed Private Equity ETF
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- Description
- Performance
- Comps
- Fundamentals
- Valuation
- Rating
ProShares Global Listed Private Equity ETF is an exchange-traded fund incorporated in the USA. The Fund seeks daily investment results that correspond to the daily performance of the LPX Direct Listed Private Equity Index. This index consists of up to 30 listed private equity companies. |
Category | Global Equities |
Fund Sponsor | ProShare Advisors LLC |
Website | www.proshares.com |
Inception date | Feb 26, 2013 |
Assets (mns) | $10 |
Currency | USD |
Expense ratio | 81 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Market Cap |
Index replication | Full |
Uses derivatives | No |
Options available | No |
No. of constituents | 31 |
Wgt avg mkt cap (mns) | $6,657 |
Large cap (>$10bn) | 13.1% |
Mid cap ($2-10bn) | 64.1% |
Small cap (<$2bn) | 22.9% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
3I GROUP PLC | 10.6 % |
ARES CAPITAL CORP | 9.6 % |
FS INVESTMENT CORP | 8.0 % |
ONEX CORPORATION | 7.7 % |
MAIN STREET CAPITAL CORP | 5.7 % |
EURAZEO | 4.7 % |
HERCULES TECHNOLOGY GROWTH | 4.0 % |
WENDEL | 4.0 % |
KINNEVIK AB CLASS B | 4.0 % |
GOLUB CAPITAL BDC INC | 3.9 % | Total | 62.1 % |
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UNITED STATES | 51.7 % | |
BRITAIN | 11.6 % | |
FRANCE | 8.7 % | |
CANADA | 7.7 % | |
SWEDEN | 5.0 % | |
SWITZERLAND | 1.9 % | |
BELGIUM | 1.5 % |
HISTORICAL PERFORMANCE
Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
6.3% | 31.0% | 7.7% | 5.9% | 6.9% |
versus... | Beta | R-squared |
S&P500 | 1.00 | 81% |
MSCI EAFE | 1.04 | 81% |
MSCI Emg. Mkts. | 0.71 | 40% |
Recent close | $29.38 |
30d moving avg. | $27.07 |
Annualized volatility | 19.9% |
Short interest (ETF) | 1.0% |
Relative strength (RSI) | 79 |
Avg. volume (thou.) | 2 |
Turnover | 0.6% |
Bid/Ask (% of price) | 0.24% |
ADV underlying (mns) | $284 |
FINDING ALTERNATIVE FUNDS
Below is a list of 159 potential alternatives to the ProShares Global Listed Private Equity ETF ETF based on the alternatives' overlap in portfolio holdings with PEX. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | PEX | Expense: | 81 bp | ALTAR Score™: | 12.2% |
Ticker | Fund Name |
Overlap1 vs PEX (%) |
Expense ratio (bp) |
Savings vs PEX (bp) |
ALTAR Score™ (%) |
ALTAR vs PEX (%) |
BIZD | VanEck BDC Income ETF | 48.1 | 11 | 70 | 12.2 | +0.1 |
PSP | Invesco Global Listed Private Equity ETF | 30.9 | 106 | -25 | 9.1 | -3.1 |
KBWD | Invesco KBW High Dividend Yield Financial ETF | 12.5 | 384 | -303 | 8.5 | -3.7 |
FKU | First Trust United Kingdom AlphaDEX Fund | 2.6 | 80 | 1 | 7.5 | -4.7 |
IMOM | Alpha Architect International Quantitative Momentum ETF | 2.1 | 49 | 32 | 7.3 | -4.9 |
EUFN | iShares MSCI Europe Financials ETF | 1.9 | 51 | 30 | 8.1 | -4.1 |
JIG | JPMorgan International Growth ETF | 1.9 | 55 | 26 | 4.3 | -7.9 |
DEEF | Xtrackers FTSE Developed ex US Multifactor ETF | 1.8 | 24 | 57 | 8.6 | -3.6 |
NUDM | Nuveen ESG International Developed Markets Equity ETF | 1.7 | 31 | 50 | 6.4 | -5.8 |
FEP | First Trust Europe AlphaDEX Fund | 1.7 | 80 | 1 | 8.6 | -3.6 |
PIZ | Invesco Dorsey Wright Developed Markets Momentum ETF | 1.7 | 80 | 1 | 5.6 | -6.6 |
OSCV | Opus Small Cap Value ETF | 1.6 | 79 | 2 | 6.4 | -5.8 |
RFEU | First Trust Riverfront Dynamic Europe ETF | 1.6 | 83 | -2 | 8.7 | -3.5 |
EUSC | WisdomTree Europe Hedged SmallCap Equity Fund | 1.5 | 58 | 23 | 9.1 | -3.1 |
EWU | iShares MSCI United Kingdom ETF | 1.4 | 50 | 31 | 7.8 | -4.4 |
AVIV | Avantis International Large Cap Value ETF | 1.4 | 25 | 56 | 8.9 | -3.3 |
FLGB | Franklin FTSE United Kingdom ETF | 1.2 | 9 | 72 | 8.3 | -3.9 |
FDT | First Trust Developed Markets ex-US AlphaDEX Fund | 1.1 | 80 | 1 | 10.8 | -1.4 |
FEUZ | First Trust Eurozone AlphaDEX ETF | 1.1 | 80 | 1 | 8.3 | -3.9 |
OEUR | ALPS O'Shares Europe Quality Dividend ETF | 1.1 | 48 | 33 | 5.7 | -6.5 |
FYLD | Cambria Foreign Shareholder Yield ETF | 1.0 | 59 | 22 | 12.0 | -0.2 |
RFDI | First Trust Riverfront Dynamic Developed International ETF | 1.0 | 83 | -2 | 9.0 | -3.2 |
FID | First Trust S&P International Dividend Aristocrats ETF | 1.0 | 60 | 21 | 9.8 | -2.4 |
ISMD | Inspire Small/Mid Cap ETF | 1.0 | 54 | 27 | 6.1 | -6.1 |
JIRE | JPMorgan International Research Enhanced Equity ETF | 1.0 | 24 | 57 | 6.7 | -5.5 |
IDMO | Invesco S&P International Developed Momentum ETF | 0.9 | 25 | 56 | 7.0 | -5.2 |
IQDY | FlexShares International Quality Dividend Dynamic Index Fund | 0.9 | 47 | 34 | 10.3 | -1.9 |
GSEU | Goldman Sachs ActiveBeta Europe Equity ETF | 0.8 | 25 | 56 | 7.4 | -4.8 |
IQDF | FlexShares International Quality Dividend Index Fund | 0.8 | 47 | 34 | 10.7 | -1.5 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.8 | 12 | 69 | 5.1 | -7.1 |
UIVM | VictoryShares International Value Momentum ETF | 0.8 | 35 | 46 | 10.7 | -1.5 |
WDIV | SPDR S&P Global Dividend ETF | 0.7 | 40 | 41 | 10.2 | -2.0 |
IMTM | iShares MSCI Intl Momentum Factor ETF | 0.7 | 30 | 51 | 6.8 | -5.4 |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | 0.7 | 29 | 52 | 8.8 | -3.4 |
IDHQ | Invesco S&P International Developed High Quality ETF | 0.7 | 29 | 52 | 5.8 | -6.4 |
RODE | Hartford Multifactor Diversified International ETF | 0.6 | 29 | 52 | 11.5 | -0.7 |
USVM | VictoryShares US Small Mid Cap Value Momentum ETF | 0.6 | 25 | 56 | 8.8 | -3.4 |
CGGO | Capital Group Global Growth Equity ETF | 0.6 | 47 | 34 | 4.3 | -7.9 |
IMFL | Invesco International Developed Dynamic Multifactor ETF | 0.6 | 34 | 47 | 10.6 | -1.6 |
IQLT | iShares MSCI Intl Quality Factor ETF | 0.6 | 30 | 51 | 5.7 | -6.5 |
ESGD | iShares ESG Aware MSCI EAFE ETF | 0.6 | 20 | 61 | 6.3 | -5.9 |
INTF | iShares International Equity Factor ETF | 0.5 | 15 | 66 | 7.8 | -4.4 |
ISCF | iShares International SmallCap Equity Factor ETF | 0.5 | 23 | 58 | 8.8 | -3.4 |
GSIE | Goldman Sachs ActiveBeta International Equity ETF | 0.5 | 25 | 56 | 7.4 | -4.8 |
WWJD | Inspire International ETF | 0.5 | 80 | 1 | 7.1 | -5.1 |
JHMD | John Hancock Multifactor Developed International ETF | 0.5 | 39 | 42 | 7.4 | -4.8 |
IVLU | iShares MSCI Intl Value Factor ETF | 0.5 | 30 | 51 | 10.6 | -1.6 |
IEUS | iShares MSCI Europe Small-Cap ETF | 0.5 | 42 | 39 | 0.0 | -12.2 |
EFV | iShares MSCI EAFE Value ETF | 0.5 | 34 | 47 | 9.1 | -3.1 |
SCHC | Schwab International Small-Cap Equity ETF | 0.5 | 11 | 70 | 6.4 | -5.8 |
FDEV | Fidelity International Multifactor ETF | 0.5 | 18 | 63 | 7.5 | -4.7 |
DMXF | iShares ESG Advanced MSCI EAFE ETF | 0.5 | 12 | 69 | 5.4 | -6.8 |
LCTD | BlackRock World ex U.S. Carbon Transition Readiness ETF | 0.4 | 20 | 61 | 6.9 | -5.3 |
ISZE | iShares MSCI Intl Size Factor ETF | 0.4 | 30 | 51 | 6.6 | -5.6 |
QINT | American Century Quality Diversified International ETF | 0.4 | 39 | 42 | 7.4 | -4.8 |
JPIN | J.P. Morgan Diversified Return International Equity ETF | 0.4 | 37 | 44 | 8.7 | -3.5 |
RNSC | Furst Trust Small Cap US Equity Select ETF | 0.4 | 60 | 21 | 8.4 | -3.8 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 0.4 | 71 | 10 | 0.9 | -11.3 |
IPKW | Invesco International BuyBack Achievers ETF | 0.4 | 55 | 26 | 9.1 | -3.1 |
IEUR | iShares Core MSCI Europe ETF | 0.4 | 11 | 70 | -1.3 | -13.5 |
EASG | Xtrackers MSCI EAFE ESG Leaders Equity ETF | 0.4 | 14 | 67 | 6.2 | -6.0 |
SPEU | SPDR Portfolio Europe ETF | 0.4 | 7 | 74 | 6.6 | -5.6 |
DISV | Dimensional International Small Cap Value ETF | 0.4 | 42 | 39 | 9.2 | -3.0 |
AVDE | Avantis International Equity ETF | 0.4 | 23 | 58 | 7.9 | -4.3 |
VGK | Vanguard FTSE Europe ETF | 0.4 | 11 | 70 | 6.8 | -5.4 |
IXG | iShares Global Financials ETF | 0.4 | 42 | 39 | 6.8 | -5.4 |
FLEE | Franklin FTSE Europe ETF | 0.4 | 9 | 72 | 6.8 | -5.4 |
GINN | Goldman Sachs Innovate Equity ETF | 0.3 | 52 | 29 | 2.7 | -9.5 |
IEV | iShares Europe ETF | 0.3 | 67 | 14 | 6.1 | -6.1 |
DIM | WisdomTree International MidCap Dividend Fund | 0.3 | 58 | 23 | 7.7 | -4.5 |
VYMI | Vanguard International High Dividend Yield ETF | 0.3 | 22 | 59 | 9.7 | -2.5 |
DBEU | Xtrackers MSCI Europe Hedged Equity ETF | 0.3 | 46 | 35 | 6.3 | -5.9 |
TPIF | Timothy Plan International ETF | 0.3 | 62 | 19 | 6.7 | -5.5 |
BBEU | JPMorgan BetaBuilders Europe ETF | 0.3 | 9 | 72 | 6.7 | -5.5 |
MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 0.3 | 39 | 42 | 7.6 | -4.6 |
IQSI | IQ Candriam International Equity ETF | 0.3 | 15 | 66 | 6.4 | -5.8 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.3 | 9 | 72 | 5.7 | -6.5 |
EWC | iShares MSCI Canada ETF | 0.3 | 50 | 31 | 6.9 | -5.3 |
EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | 0.3 | 20 | 61 | 6.3 | -5.9 |
VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | 0.3 | 7 | 74 | 6.5 | -5.7 |
CEFA | Global X S&P Catholic Values Developed ex-US ETF | 0.3 | 35 | 46 | 6.4 | -5.8 |
BLES | Inspire Global Hope ETF | 0.2 | 61 | 20 | 6.3 | -5.9 |
FNDF | Schwab Fundamental International Large Co. Index ETF | 0.2 | 25 | 56 | 9.1 | -3.1 |
SCZ | iShares MSCI EAFE Small-Cap ETF | 0.2 | 40 | 41 | 0.0 | -12.2 |
IDEV | iShares Core MSCI International Developed Markets ETF | 0.2 | 4 | 77 | 6.7 | -5.5 |
DFE | WisdomTree Europe SmallCap Dividend Fund | 0.2 | 58 | 23 | 10.9 | -1.3 |
CWI | SPDR MSCI ACWI ex-US ETF | 0.2 | 30 | 51 | 6.8 | -5.4 |
IEFA | iShares Core MSCI EAFE ETF | 0.2 | 7 | 74 | 2.7 | -9.5 |
EFA | iShares MSCI EAFE ETF | 0.2 | 35 | 46 | 6.4 | -5.8 |
TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 0.2 | 39 | 42 | 7.3 | -4.9 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 0.2 | 3 | 78 | 6.9 | -5.3 |
VSGX | Vanguard ESG International Stock ETF | 0.2 | 12 | 69 | 6.8 | -5.4 |
VEA | Vanguard FTSE Developed Markets ETF | 0.2 | 5 | 76 | 7.0 | -5.2 |
PXF | Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 0.2 | 45 | 36 | 8.5 | -3.7 |
CIL | VictoryShares International Volatility Wtd ETF | 0.2 | 45 | 36 | 6.9 | -5.3 |
CIZ | VictoryShares Developed Enhanced Volatility Wtd ETF | 0.2 | 51 | 30 | 6.8 | -5.4 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.2 | 20 | 61 | 5.6 | -6.6 |
GLOF | iShares Global Equity Factor ETF | 0.2 | 20 | 61 | 7.1 | -5.1 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 0.2 | 61 | 20 | 7.2 | -5.0 |
DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 0.2 | 36 | 45 | 6.4 | -5.8 |
SCHF | Schwab International Equity ETF | 0.2 | 6 | 75 | 7.0 | -5.2 |
DFIS | Dimensional International Small Cap ETF | 0.2 | 39 | 42 | 6.7 | -5.5 |
BKIE | BNY Mellon International Equity ETF | 0.2 | 4 | 77 | 6.9 | -5.3 |
HFXI | IQ FTSE International Equity Currency Neutral ETF | 0.2 | 20 | 61 | 6.8 | -5.4 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 0.2 | 20 | 61 | 6.7 | -5.5 |
FNDC | Schwab Fundamental International Small Co. Index ETF | 0.2 | 39 | 42 | 6.9 | -5.3 |
EWQ | iShares MSCI France ETF | 0.2 | 53 | 28 | 5.4 | -6.8 |
IXUS | iShares Core MSCI Total International Stock ETF | 0.2 | 7 | 74 | 6.9 | -5.3 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 0.2 | 34 | 47 | 6.7 | -5.5 |
VXUS | Vanguard Total International Stock ETF | 0.2 | 7 | 74 | 7.1 | -5.1 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 0.2 | 8 | 73 | 7.2 | -5.0 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 0.1 | 41 | 40 | 6.7 | -5.5 |
EWUS | iShares MSCI United Kingdom Small Cap ETF | 0.1 | 59 | 22 | 6.2 | -6.0 |
FLEU | Franklin FTSE Eurozone ETF | 0.1 | 9 | 72 | 6.7 | -5.5 |
IWN | iShares Russell 2000 Value ETF | 0.1 | 24 | 57 | 5.6 | -6.6 |
VTWV | Vanguard Russell 2000 Value ETF | 0.1 | 15 | 66 | 5.8 | -6.4 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.1 | 39 | 42 | 4.5 | -7.7 |
GWX | SPDR S&P International Small Cap ETF | 0.1 | 40 | 41 | 6.6 | -5.6 |
JSTC | Adasina Social Justice All Cap Global ETF | 0.1 | 89 | -8 | 4.8 | -7.4 |
FNDA | Schwab Fundamental US Small Co. Index ETF | 0.1 | 25 | 56 | 6.8 | -5.4 |
QEFA | SPDR MSCI EAFE StrategicFactors ETF | 0.1 | 30 | 51 | 6.8 | -5.4 |
AVDV | Avantis International Small Cap Value ETF | 0.1 | 36 | 45 | 8.0 | -4.2 |
DBEZ | Xtrackers MSCI Eurozone Hedged Equity ETF | 0.1 | 45 | 36 | 6.2 | -6.0 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.1 | 42 | 39 | 5.1 | -7.1 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.1 | 9 | 72 | 4.0 | -8.2 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 0.1 | 64 | 17 | 2.1 | -10.1 |
DIVI | Franklin International Core Dividend Tilt Index ETF | 0.1 | 9 | 72 | 8.0 | -4.2 |
TOK | iShares MSCI Kokusai ETF | 0.1 | 26 | 55 | 5.3 | -6.9 |
DWM | WisdomTree International Equity Fund | 0.1 | 48 | 33 | 7.8 | -4.4 |
URTH | iShares MSCI World ETF | 0.1 | 24 | 57 | 5.4 | -6.8 |
DLS | WisdomTree International SmallCap Dividend Fund | 0.1 | 58 | 23 | 8.8 | -3.4 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.1 | 9 | 72 | 5.5 | -6.7 |
EZU | iShares MSCI Eurozone ETF | 0.1 | 52 | 29 | 6.2 | -6.0 |
DFIC | Dimensional International Core Equity 2 ETF | 0.1 | 23 | 58 | 7.4 | -4.8 |
ISCV | iShares Morningstar Small Cap Value ETF | 0.1 | 6 | 75 | 8.1 | -4.1 |
VT | Vanguard Total World Stock ETF | 0.1 | 7 | 74 | 5.8 | -6.4 |
ACWI | iShares MSCI ACWI ETF | 0.1 | 32 | 49 | 5.5 | -6.7 |
KRUZ | Unusual Whales Subversive Republican Trading ETF | 0.1 | 75 | 6 | 4.9 | -7.3 |
IWM | iShares Russell 2000 ETF | 0.1 | 19 | 62 | 3.6 | -8.6 |
DDWM | WisdomTree Dynamic Currency Hedged International Equity Fund | 0.1 | 40 | 41 | 7.8 | -4.4 |
VTWO | Vanguard Russell 2000 ETF | 0.1 | 10 | 71 | 3.9 | -8.3 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.1 | 30 | 51 | 6.0 | -6.2 |
VBR | Vanguard Small Cap Value ETF | 0.0 | 7 | 74 | 8.2 | -4.0 |
NANC | Unusual Whales Subversive Democratic Trading ETF | 0.0 | 75 | 6 | 3.8 | -8.4 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 0.0 | 30 | 51 | 7.8 | -4.4 |
DTH | WisdomTree International High Dividend Fund | 0.0 | 58 | 23 | 10.1 | -2.1 |
PDN | Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF | 0.0 | 49 | 32 | 6.7 | -5.5 |
ISCB | iShares Morningstar Small-Cap ETF | 0.0 | 4 | 77 | 5.3 | -6.9 |
VB | Vanguard Small-Cap ETF | 0.0 | 5 | 76 | 5.4 | -6.8 |
FNCL | Fidelity MSCI Financials Index ETF | 0.0 | 8 | 73 | 6.4 | -5.8 |
VFH | Vanguard Financials ETF | 0.0 | 10 | 71 | 6.4 | -5.8 |
DFAI | Dimensional International Core Equity Market ETF | 0.0 | 18 | 63 | 6.9 | -5.3 |
DFSI | Dimensional International Sustainability Core 1 ETF | 0.0 | 24 | 57 | 6.2 | -6.0 |
FNDB | Schwab Fundamental US Broad Market Index ETF | 0.0 | 25 | 56 | 7.1 | -5.1 |
TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 0.0 | 25 | 56 | 5.7 | -6.5 |
IWV | iShares Russell 3000 ETF | 0.0 | 20 | 61 | 5.0 | -7.2 |
VTHR | Vanguard Russell 3000 ETF | 0.0 | 10 | 71 | 5.1 | -7.1 |
VTI | Vanguard Total Stock Market ETF | 0.0 | 3 | 78 | 5.1 | -7.1 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 0.0 | 20 | 61 | 6.7 | -5.5 |
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: |
ProShares Global Listed Private Equity ETF | |||
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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