BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$15.46

+0.00%

Market closed. Last update: 12:29 PM ET

📎 Investment Objective

The AGF U.S. Market Neutral Anti-Beta Fund (BTAL) seeks to provide long-term capital appreciation with lower volatility than the overall U.S. equity market by investing in a portfolio of U.S. stocks with negative beta characteristics.

Overview

ETF tracking AGF U.S. Market Neutral Anti-Beta Fund

Category Alternative

Issuer Other

Inception Date 2011-09-13

Market Cap $376.5M

Average Volume N/A

Dividend Yield 4.17%

52-Week Range $14.57 - $21.46

VWAP $15.49

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The fund aims to achieve its objective by taking long positions in low-beta stocks and short positions in high-beta stocks, creating a market-neutral portfolio that is designed to perform well in down markets while potentially lagging in strong up markets.

✨ Key Features

Market-neutral strategy that seeks to provide downside protection
Focuses on low-beta stocks to reduce overall portfolio volatility
Short positions in high-beta stocks to further enhance the anti-beta exposure
Actively managed by a team of experienced portfolio managers

⚠️ Primary Risks

Market risk: The fund's performance is tied to the overall U.S. equity market, which can be volatile
Short-selling risk: The use of short positions can increase the fund's risk and potential for losses
Liquidity risk: Some of the fund's holdings may have limited trading volume, which can affect the ability to buy or sell positions
Manager risk: The fund's performance depends on the skill and decisions of the portfolio management team

👤 Best For

The AGF U.S. Market Neutral Anti-Beta Fund may be suitable for investors seeking a diversified portfolio with lower overall volatility and downside protection, particularly those with a moderate to long-term investment horizon and a higher risk tolerance.