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The fund will invest primarily in long positions in low beta U.S. equities and short positions in high beta U.S. equities on a dollar neutral basis, within sectors. It will construct a dollar neutral portfolio of long and short positions of U.S. equities by investing primarily in the constituent securities of the Dow Jones U.S. Thematic Market Neutral Low Beta Index in approximately the same weight as they appear in the index. The universe for the index is comprised of the top 1,000 eligible securities by market capitalization, including REITs. more
| Time Frame | BTAL | S&P500 |
|---|---|---|
| 1-Week Return | -0.99% | 2.52% |
| 1-Month Return | 4.96% | 0.84% |
| 3-Month Return | -2.51% | 5.5% |
| 6-Month Return | -14.71% | 9.82% |
| 1-Year Return | -26.78% | 20.04% |
| 3-Year Return | -35.06% | 68.87% |
| 5-Year Return | -30.05% | 71.7% |
| 10-Year Return | -45.19% | 251.04% |
| Stock name | Ticker | Weight |
|---|---|---|
 | USD. | 61.72% |
 | BTALU21L | 7.58% |
 Akamai Technologies, Inc. | AKAM | 0.27% |
 Allogene Therapeutics, Inc. | ALLO | 0.27% |
 Baxter International Inc. | BAX | 0.27% |
 Becton, Dickinson and Company | BDX | 0.27% |
 | BRK.B | 0.27% |
 Brown & Brown, Inc. | BRO | 0.27% |
 CME Group Inc. | CME | 0.27% |
 Citrix Systems, Inc. | CTXS | 0.27% |
 Dominion Energy, Inc. | D | 0.27% |
 Quest Diagnostics Incorporated | DGX | 0.27% |
 Duke Energy Corporation | DUK | 0.27% |
 Equity Commonwealth | EQC | 0.27% |
 Exelixis, Inc. | EXEL | 0.27% |
 FTI Consulting, Inc. | FCN | 0.27% |
 Flowers Foods, Inc. | FLO | 0.27% |
 The Hain Celestial Group, Inc. | HAIN | 0.27% |
 Intercontinental Exchange, Inc. | ICE | 0.27% |
 Cheniere Energy, Inc. | LNG | 0.27% |
 MarketAxess Holdings Inc. | MKTX | 0.27% |
 Maximus, Inc. | MMS | 0.27% |
 NortonLifeLock Inc. | NLOK | 0.27% |
 Annaly Capital Management, Inc. | NLY | 0.27% |
 Okta, Inc. | OKTA | 0.27% |
 PNM Resources, Inc. | PNM | 0.27% |
 Service Corporation International | SCI | 0.27% |
 United Therapeutics Corporation | UTHR | 0.27% |
 Virtu Financial, Inc. | VIRT | 0.27% |
 Verint Systems Inc. | VRNT | 0.27% |
 Verisk Analytics, Inc. | VRSK | 0.27% |
 VeriSign, Inc. | VRSN | 0.27% |
 Valvoline Inc. | VVV | 0.27% |
 Verizon Communications Inc. | VZ | 0.27% |
 The Wendy's Company | WEN | 0.27% |
 Waste Management, Inc. | WM | 0.27% |
 Watsco, Inc. | WSO | 0.27% |
 Acceleron Pharma Inc. | XLRN | 0.27% |
 Ameren Corporation | AEE | 0.26% |
 Assurant, Inc. | AIZ | 0.26% |
 Amazon.com, Inc. | AMZN | 0.26% |
 Air Products and Chemicals, Inc. | APD | 0.26% |
 Church & Dwight Co., Inc. | CHD | 0.26% |
 C.H. Robinson Worldwide, Inc. | CHRW | 0.26% |
 Americold Realty Trust | COLD | 0.26% |
 Cisco Systems, Inc. | CSCO | 0.26% |
 Cognizant Technology Solutions Corporation | CTSH | 0.26% |
 Electronic Arts Inc. | EA | 0.26% |
 Consolidated Edison, Inc. | ED | 0.26% |
 Expeditors International of Washington, Inc. | EXPD | 0.26% |
 Hawaiian Electric Industries, Inc. | HE | 0.26% |
 Huntington Ingalls Industries, Inc. | HII | 0.26% |
 Hormel Foods Corporation | HRL | 0.26% |
 Grand Canyon Education, Inc. | LOPE | 0.26% |
 Mattel, Inc. | MAT | 0.26% |
 Marsh & McLennan Companies, Inc. | MMC | 0.26% |
 Murphy USA Inc. | MUSA | 0.26% |
 Oracle Corporation | ORCL | 0.26% |
 Pool Corporation | POOL | 0.26% |
 RLI Corp. | RLI | 0.26% |
 Rollins, Inc. | ROL | 0.26% |
 Republic Services, Inc. | RSG | 0.26% |
 The Sherwin-Williams Company | SHW | 0.26% |
 The J. M. Smucker Company | SJM | 0.26% |
 Zynga Inc. | ZNGA | 0.26% |
 Arthur J. Gallagher & Co. | AJG | 0.25% |
 Activision Blizzard, Inc. | ATVI | 0.25% |
 BWX Technologies, Inc. | BWXT | 0.25% |
 Charter Communications, Inc. | CHTR | 0.25% |
 The Clorox Company | CLX | 0.25% |
 CyrusOne Inc. | CONE | 0.25% |
 Campbell Soup Company | CPB | 0.25% |
 EQT Corporation | EQT | 0.25% |
 Erie Indemnity Company | ERIE | 0.25% |
 frontdoor, inc. | FTDR | 0.25% |
 Graco Inc. | GGG | 0.25% |
 General Mills, Inc. | GIS | 0.25% |
 Harley-Davidson, Inc. | HOG | 0.25% |
 J.B. Hunt Transport Services, Inc. | JBHT | 0.25% |
 Johnson & Johnson | JNJ | 0.25% |
 Kinder Morgan, Inc. | KMI | 0.25% |
 Knight-Swift Transportation Holdings Inc. | KNX | 0.25% |
 Laboratory Corporation of America Holdings | LH | 0.25% |
 Lockheed Martin Corporation | LMT | 0.25% |
 Landstar System, Inc. | LSTR | 0.25% |
 Masco Corporation | MAS | 0.25% |
 3M Company | MMM | 0.25% |
 MSC Industrial Direct Co., Inc. | MSM | 0.25% |
 New York Community Bancorp, Inc. | NYCB | 0.25% |
 The New York Times Company | NYT | 0.25% |
 Bank OZK | OZK | 0.25% |
 The Progressive Corporation | PGR | 0.25% |
 Quidel Corporation | QDEL | 0.25% |
 Silgan Holdings Inc. | SLGN | 0.25% |
 TreeHouse Foods, Inc. | THS | 0.25% |
 Tractor Supply Company | TSCO | 0.25% |
 The Toro Company | TTC | 0.25% |
 Take-Two Interactive Software, Inc. | TTWO | 0.25% |
 WEC Energy Group, Inc. | WEC | 0.25% |
 The Allstate Corporation | ALL | 0.25% |
 Amedisys, Inc. | AMED | 0.25% |
 AptarGroup, Inc. | ATR | 0.25% |
 Commerce Bancshares, Inc. | CBSH | 0.25% |
 CMS Energy Corporation | CMS | 0.25% |
 Cabot Oil & Gas Corporation | COG | 0.25% |
 International Paper Company | IP | 0.25% |
 Kansas City Southern | KSU | 0.25% |
 Mercury General Corporation | MCY | 0.25% |
 NewMarket Corporation | NEU | 0.25% |
 Seagate Technology Holdings plc | STX | 0.25% |
 White Mountains Insurance Group, Ltd. | WTM | 0.25% |
 AGNC Investment Corp. | AGNC | 0.24% |
 Aon plc | AON | 0.24% |
 Cummins Inc. | CMI | 0.24% |
 DuPont de Nemours, Inc. | DD | 0.24% |
 Nielsen Holdings plc | NLSN | 0.24% |
 Thor Industries, Inc. | THO | 0.24% |
 Packaging Corporation of America | PKG | 0.24% |
 Royal Gold, Inc. | RGLD | 0.24% |
 Vertex Pharmaceuticals Incorporated | VRTX | 0.24% |
 Newmont Corporation | NEM | 0.23% |
| Sector | Weight |
|---|---|
|
Information Technology | 18.61% |
|
Financials | 15.98% |
|
Industrials | 14.53% |
|
Consumer discretionary | 11.71% |
|
Health care | 11.25% |
|
All Others | 27.91% |
AGFiQ U.S. Market Neutral Anti-Beta Fund (BTAL) share price today is $11.815.
Yes, Indians can buy shares of AGFiQ U.S. Market Neutral Anti-Beta Fund (BTAL) on Vested. To buy BTAL from India, you can open a US Brokerage account by signing up on Vested. The account opening process is completely digital and secure, and takes 3-5 minutes to complete.
Yes, you can purchase fractional shares of AGFiQ U.S. Market Neutral Anti-Beta Fund (BTAL) on Vested. You can start investing in AGFiQ U.S. Market Neutral Anti-Beta Fund (BTAL) with a minimum investment of $1.
The 52-week high price of AGFiQ U.S. Market Neutral Anti-Beta Fund (BTAL) is $16.93. The 52-week low price of AGFiQ U.S. Market Neutral Anti-Beta Fund (BTAL) is $10.86.
The stock symbol (or ticker) of AGFiQ U.S. Market Neutral Anti-Beta Fund is BTAL.
Yes, you can setup SIP in AGFiQ U.S. Market Neutral Anti-Beta Fund shares. Follow the below steps to create the SIP:
Here is the historical performance of BTAL on the Vested app.
The expense ratio of AGFiQ U.S. Market Neutral Anti-Beta Fund (BTAL) is 1.43%.
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