The investment seeks to provide investors with long-term total return. Under normal conditions, the fund will expose at least 80% of its net assets (including investment borrowings) to U.S. exchange-listed equity securities and/or U.S. exchange-traded funds (ETFs) that provide exposure to U.S. exchange-listed equity securities. It pursues its investment objective by establishing long and short positions in its portfolio of U.S. exchange-listed equity securities and ETFs. The fund may invest up to 20% of its net assets (including investment borrowings) in U.S. exchange-listed equity index futures contracts.
|MSFT||Microsoft Corporation||3.50 %|
|AAPL||Apple Inc||3.43 %|
|AMZN||Amazon.com, Inc||2.60 %|
|PGR||The Progressive Corporation||2.38 %|
|ALL||The Allstate Corporation||2.31 %|
|CVS||CVS Health Corporation||2.29 %|
|WMT||Walmart Inc||2.26 %|
|BLK||BlackRock, Inc||2.19 %|
|CHD||Church & Dwight Co., Inc||2.06 %|
|JNJ||Johnson & Johnson||2.00 %|
|CLIX||ProShares Long Online/Short St..||0.65 %||
|PHDG||Invesco S&P 500 Downside Hedge..||0.39 %||
|JPED||JPMorgan Event Driven ETF||0.85 %||
|HTUS||Hull Tactical US ETF||0.97 %||
|JPLS||JPMorgan Long/Short ETF||0.69 %||
|QLS||IQ Hedge Long/Short Tracker ET..||0.67 %||
|VQT||Barclays ETN+ S&P VEQTOR ETN||0.95 %||
|DIVA||AGFiQ Hedged Dividend Income F..||1.10 %||
|USHG||AGFiQ Dynamic Hedged U.S. Equi..||0.87 %||
|Market Performance vs.
Industry/Classification (Long-Short Equity)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||6.38%||40%||F||87%||B+|
|Risk Adjusted Return||115.24%||100%||A+||87%||B+|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
The company has under performed its peers on annual average total returns in the past 5 years.