European small caps, which represent a significant portion of the economy, have shown better long-term performance. IEUS ETF offers strong diversification and competitive performance, with an expense ratio of 0.41% and a dividend yield of 3.13%. The dominant sectors in IEUS have momentum right now, and the season from February to May shows a win rate of 50% or higher.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 3,300 | $221,496 | $233,178 | $11,682 | 5.27% |
| SM Sean Murray Quantum Financial Advisors LLC | 3,360 | $225,738.24 | $237,921.6 | $12,183.36 | 5.4% |
Mariana Coli Dunhill Financial LLC | 58 | $3,121.63 | $4,098.28 | $976.65 | 31.29% |
Christopher E. Jaccard Financial Alternatives Inc. | 4,360 | $215,384 | $307,816 | $92,432 | 42.91% |
Christopher C. Powers Farther Finance Advisors, LLC | 289 | $17,872.57 | $20,339.68 | $2,467.11 | 13.8% |
| NASDAQ (NMS) Exchange | US Country |
The company operates an investment fund that focuses primarily on small-cap companies across 15 developed market countries in Europe. It commits at least 80% of its assets to securities that are part of its underlying index, along with investments that share similar economic characteristics. Their approach aims to follow the performance of a specifically defined market capitalization-weighted index, which is adjusted according to the free float of the securities. This index strategy ensures that investors have exposure to small-cap companies, which may offer potential for significant growth. The meticulous selection criteria and strategic asset allocation are designed to provide investors with a diversified portfolio that captures the dynamic nature of European small-cap markets.
This product involves direct investment in the securities that constitute the underlying index. The fund allocates a significant portion of its assets to these securities, aiming to mirror the index's performance as closely as possible. Investors benefit from a strategy that is directly linked to the chosen index’s components, allowing for transparent and predictable exposure to the European small-cap market.
Aside from investing directly in the component securities, the fund also explores opportunities in investments that have economic characteristics closely resembling those of the index components. This approach enables a broader exposure to assets that, while not part of the index, offer similar growth potential and risk profiles. This method diversifies the investment portfolio beyond the strict confines of the index, potentially enhancing returns while maintaining a focus on the small-cap sector in developed European markets.
The underlying index employed by the fund is designed to reflect the market capitalization of publicly traded small-capitalization companies, adjusted by the free float of their shares. This means only shares available to the public and not held by insiders, governments, or other restricted entities are considered when determining the weight of each component in the index. Such an adjustment ensures a more accurate representation of the market and a fairer basis for comparison, as it reflects only those shares that are truly available for trading in the market.