Making its debut on 11/24/2015, smart beta exchange traded fund Xtrackers Russell US Multifactor ETF (DEUS) provides investors broad exposure to the Style Box - Large Cap Blend category of the market.
If you're interested in broad exposure to the Large Cap Blend segment of the US equity market, look no further than the Xtrackers Russell US Multifactor ETF (DEUS), a passively managed exchange traded fund launched on November 24, 2015.
Making its debut on 11/24/2015, smart beta exchange traded fund Xtrackers Russell US Multifactor ETF (DEUS) provides investors broad exposure to the Style Box - Large Cap Blend category of the market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 793 | $37,938.02 | $52,056.48 | $14,118.46 | 37.21% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1 | $54.76 | $65.47 | $10.71 | 19.56% |
Michael Byun SageView Advisory Group LLC | 685 | $39,920 | $45,343.57 | $5,423.57 | 13.59% |
Andy Peters Goldstein Advisors LLC | 25,405 | $1.08M | $1.68M | $602,702.41 | 55.82% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 51,389 | $2.26M | $3.4M | $1.15M | 50.73% |
| ARCA Exchange | US Country |
The fund is designed for investors seeking to mimic the performance of the U.S. equity market through a passive or indexing investment approach. It aims to offer investment results that closely correspond to the performance of its underlying index, which has been crafted to reflect the equity market performance of U.S. companies. These companies are selected based on specific investment style criteria, also known as "factors," including quality, value, momentum, low volatility, and size. The fund commits to investing at least 80% of its total assets in the securities that make up the underlying index, although this percentage is often much higher in practice. This strategy ensures that the fund's portfolio closely aligns with the performance and composition of the selected index, providing investors with a clear and focused investment objective.
The fund utilizes a passive investment strategy, aiming to replicate the performance of its underlying index without active management. This approach involves investing in the same securities and in similar proportions as those in the index, reducing the need for frequent trading and potentially lowering costs for investors.
Investment targets include companies in the United States that align with specific investment style criteria or "factors." These criteria include quality, value, momentum, low volatility, and size, and are designed to identify companies with the potential for sustainable performance across various market conditions.
The fund is committed to investing at least 80% of its total assets in the component securities of the underlying index, often exceeding this minimum threshold. This investment focus ensures that the fund's portfolio mirrors the composition and performance of the index as closely as possible, providing investors with a reliable reflection of the targeted equity market sector.