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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 | -1.91% | 1.94% |
| 1-Month Return | -2.54% | -2.43% |
| 3-Month Return | -7.46% | 1.69% |
| 6-Month Return | -3.95% | 4.86% |
| 1-Year Return | -1.53% | 24.68% |
| 3-Year Return | -3.33% | 29.66% |
| 5-Year Return | -19.5% | 79.01% |
| 10-Year Return | -11.38% | 194.5% |
| Stock name | Ticker | Weight |
|---|---|---|
 Lululemon Athletica Inc. | LULU | 0.52% |
 Alaska Air Group Inc | ALK | 0.51% |
 American Airlines Group | AAL | 0.49% |
 VeriSign Inc | VRSN | 0.48% |
 Royalty Pharma Plc | RPRX | 0.47% |
 VF Corporation | VFC | 0.46% |
 CF Industries Holdings Inc | CF | 0.45% |
 Juniper Networks Inc | JNPR | 0.44% |
 APA Corporation | APA | 0.44% |
 United Airlines Holdings Inc | UAL | 0.44% |
| Sector | Weight |
|---|---|
|
Information Technology | 17.34% |
|
Financials | 16.28% |
|
Industrials | 14.62% |
|
Consumer discretionary | 13.49% |
|
Health care | 11.03% |
|
All Others | 27.24% |
AGFiQ U.S. Market Neutral Anti-Beta Fund (BTAL) share price today is $17.911.
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 $20.58. The 52-week low price of AGFiQ U.S. Market Neutral Anti-Beta Fund (BTAL) is $17.15.
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.
You can also access the top holdings, the expense ratio, and the sector breakdown for AGFiQ U.S. Market Neutral Anti-Beta Fund on Vested.
The expense ratio of AGFiQ U.S. Market Neutral Anti-Beta Fund (BTAL) is 1.43%.
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