| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 1,245 | $44,776 | $48,293.55 | $3,517.55 | 7.86% |
| ARCA Exchange | US Country |
The described company operates as an investment fund focusing on equity securities of issuers located in developed market countries other than the United States. It emphasizes a strategic investment approach that aligns with several key style criteria, including quality, value, momentum, low volatility, and size. By committing at least 80% of its net assets—plus any borrowings intended for investment purposes—toward these equity securities, the company aims to track the equity market performance of selected companies in developed countries effectively. This approach is designed to offer investors exposure to international markets while potentially mitigating the risks associated with volatility and market fluctuation.
This product focuses on investing in the equity securities of high-quality companies based in developed markets outside the United States. By prioritizing issuers that meet the fund's investment style criteria of quality, value, momentum, low volatility, and size, the fund seeks to ensure a stable and potentially profitable investment portfolio for its clients.
Through its strategic investment in developed markets, the fund provides its investors with the opportunity to diversify their investment portfolios outside of the U.S. This diversification aims to offer exposure to international markets, which may have different growth dynamics compared to the domestic market, potentially leading to enhanced investment returns.
The fund employs a distinct strategy that selects companies for investment based on predefined style criteria. These criteria—quality, value, momentum, low volatility, and size—are used to identify securities that are expected to perform well in developed markets. This methodical approach to selecting investments is designed to mitigate risk and capitalize on the potential for growth within these markets.