The American Century U.S. Quality Value ETF (VALQ) was launched on 01/11/2018, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Value category of the market.
It's no secret that valuations are quite high, but what do investors and advisors make of that? On the one hand, there's plenty of equities still out there in these early stages of the AI revolution.
The American Century U.S. Quality Value ETF (VALQ) made its debut on 01/11/2018, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - All Cap Value category of the market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 120 | $7,492.81 | $8,463.43 | $970.62 | 12.95% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 83,699 | $5.65M | $5.9M | $252,492.32 | 4.47% |
Jay Richards Investment Advisory Group LLC | 3,600 | $209,883.6 | $257,760 | $47,876.4 | 22.81% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,475 | $229,815 | $245,086.88 | $15,271.88 | 6.65% |
Angela Pompian Sunpointe, LLC | 13,086 | $798,115.04 | $934,798.41 | $136,683.37 | 17.13% |
| ARCA Exchange | US Country |
The company offers an investment fund that strategically focuses on allocating assets toward securities of large- and mid-capitalization companies. This approach is tailored towards those entities which are assessed as being undervalued or possess the potential for sustainable income. By adhering to the principle of investing at least 80% of its assets into the components of the underlying index, the fund aims to strike a balance between risk and reward, ensuring that investors have the opportunity to partake in sustained growth and income over time. The underlying index acts as a guiding framework for this investment strategy, carefully selecting companies based on their market cap and perceived long-term value.
This service focuses on identifying and investing in large and mid-cap companies that are considered to be undervalued in the market. The objective is to recognize those companies whose stock prices do not fully reflect their fundamental value, offering the potential for significant appreciation as the market corrects these valuations.
This product is dedicated to seeking out investment opportunities in companies that not only provide the potential for capital growth but also have the capability to generate sustainable income. This could involve dividends or other income-generating assets within firms that demonstrate stability and a consistent track record of profitability.