| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 200 | $6,220 | $7,461 | $1,241 | 19.95% |
| - Industry | - Sector | - CEO | NASDAQ (NGS) Exchange | 45409B396 CUSIP |
| United States Country | - Employees | - Last Dividend | - Last Split | - IPO Date |
The mentioned fund operates as an investment vehicle focusing on small-capitalization U.S. issuers. A significant strategy of the fund involves dedicating at least 80% of its assets, which include both net assets and any amounts borrowed for investment purposes, towards the securities of companies classified under the small-cap category in the United States. This fund distinguishes itself by utilizing the Chaikin Power Gauge® - a proprietary quantitative multi-factor model. This model aims to identify securities with the potential to outperform their peers, theoretically offering investors an edge in the small-cap market. Selection of securities for the fund's portfolio is conducted from within the Nasdaq U.S. 1500 Index, leveraging the insights provided by the Chaikin Power Gauge® to guide investment choices.
This product targets investment opportunities within the small-cap segment of the market, emphasizing securities of U.S. companies. By allocating at least 80% of its total assets to such securities, the fund aims to capitalize on the potential growth and performance of these issuers. This strategic focus is designed for investors seeking exposure to the dynamic small-cap sector, which often presents prospects for significant returns, albeit with a commensurate level of risk.
The incorporation of the Chaikin Power Gauge® denotes a core service provided by the fund. This analytical model assesses various factors to predict securities' performance, allowing for a systematic and quantitative approach to selecting investments. The use of this model underscores the fund’s commitment to leveraging advanced analytics and data-driven strategies to potentially enhance investment outcomes. It targets at identifying those securities within the Nasdaq U.S. 1500 Index that demonstrate the highest potential for outperformance relative to peers, aiming to offer a competitive edge in the investment strategy.