Alpha Architect US Quantitative Momt ETF (QMOM)
54.12
-0.74
(-1.35%)
USD |
NASDAQ |
Apr 19, 16:00
54.12
0.00 (0.00%)
After-Hours: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.29% | -0.23% | 204.55M | 19243.87 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.81% | 193.0% | 29.79M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks long-term capital appreciation. The Adviser employs a multi-step, quantitative, rules-based methodology to identify a portfolio of approximately 50 to 200 equity securities with the highest relative momentum. A “momentum” style of investing emphasizes investing in securities that have had higher recent total return performance compared to other securities. The Adviser then employs proprietary screens to eliminate companies with issues that may negatively impact their momentum. The fund may also invest up to 20% of its assets in cash and cash equivalents, other investment companies, as well as securities and other instruments. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Mid-Cap Growth |
| Category Index | Russell Mid Cap Growth TR USD |
| Global Category Name | US Equity Mid Cap |
| YCharts Categorization | US Mid Cap |
| YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | Alpha Architect |
| Prospectus Benchmark Index | |
| Solactive GBS US 1000 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| John Vogel | 8.34 yrs |
| Wesley Gray | 8.34 yrs |
| Richard Shaner | 1.25 yrs |
| Joshua Russell | 0.25 yrs |
Performance Versus Category
As of April 18, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 18, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks long-term capital appreciation. The Adviser employs a multi-step, quantitative, rules-based methodology to identify a portfolio of approximately 50 to 200 equity securities with the highest relative momentum. A “momentum” style of investing emphasizes investing in securities that have had higher recent total return performance compared to other securities. The Adviser then employs proprietary screens to eliminate companies with issues that may negatively impact their momentum. The fund may also invest up to 20% of its assets in cash and cash equivalents, other investment companies, as well as securities and other instruments. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Mid-Cap Growth |
| Category Index | Russell Mid Cap Growth TR USD |
| Global Category Name | US Equity Mid Cap |
| YCharts Categorization | US Mid Cap |
| YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | Alpha Architect |
| Prospectus Benchmark Index | |
| Solactive GBS US 1000 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| John Vogel | 8.34 yrs |
| Wesley Gray | 8.34 yrs |
| Richard Shaner | 1.25 yrs |
| Joshua Russell | 0.25 yrs |