Alpha Intelligent - Large Cap Value ETF (AILV)

Overview

The fund is an actively-managed exchange-traded Fund (ETF) that focuses on identifying and investing in large capitalization companies possessing significant growth potential. It operates with a strategy centered on equity securities, primarily in the form of common stock, of leading market players. The investment approach entails dedicating at least 80% of the fund's net assets, along with any borrowings intended for investment purposes, towards large cap companies. These targeted companies typically align in market size with those listed in the Russell 1000® Growth Index at the time of purchase. As a non-diversified fund, it prioritizes investments in a concentrated selection of companies to achieve its growth-oriented financial objectives.

Products and Services

• Actively-Managed ETFs

  This product refers to the fund itself, which is actively managed to navigate the complexities of the stock market by investing in equity securities. The aim is to capitalize on the growth of large capitalization companies, monitoring and adjusting the portfolio as necessary to align with the fund's investment strategy and the shifting market dynamics.

• Large Capitalization Equity Investments

  Central to the fund's strategy, this service involves investing a substantial portion of its assets in the common stock of large capitalization companies. Such companies are chosen based on their market cap falling within the range of those indexed in the Russell 1000® Growth Index, reflecting a focus on firms with strong growth prospects.