Risk Tolerance
Strategy | Top Sector | Top Companies | Holdings | Risk | Minimum Investment | Ann. Return | Blended Expense Ratio | Yield |
---|---|---|---|---|---|---|---|---|
U.S. Equity Factor Rotation (Factor Specific) Optimizes returns by rotating investments across five historically successful styles: quality, value, size, minimum volatility, and momentum. By shifting focus among these factors based on forward-looking insights, this index capitalizes on market opportunities and provides a diversified approach to enhancing returns. This strategy offers a flexible and adaptive way to navigate changing markets, combining multiple styles in a single portfolio to maximize returns while managing risk. | Information Technology | 82 | Medium risk | $1,400 | 15.34% | 0.00% | 1.12% | |
Growth Stocks (Factor Specific) Growth Stocks focuses on companies with strong growth prospects, often found in sectors driving innovation and technological advancement. This ETF invests in companies demonstrating robust revenue and earnings growth, including technology giants, healthcare innovators, and consumer discretionary leaders. | Information Technology | 178 | Medium risk | $5,200 | 18.09% | 0.00% | 0.56% | |
Value Stocks (Factor Specific) This Strategy targets undervalued stocks in the U.S. market, emphasizing companies with solid fundamentals and potential for long-term growth. Emphasizing sectors such as healthcare, financials, industrials, and consumer goods, it seeks opportunities where market prices may not fully reflect underlying value metrics like earnings and book value. | Financials | 335 | Medium risk | $6,600 | 11.31% | 0.00% | 2.27% | |
U.S. Momentum Factor (Factor Specific) Tracks an index of large- and mid-cap US equities, selected and weighted based on historical price appreciation and low volatility. Focus is on stocks with strong 6- and 12-month price performance, while also considering volatility over the past 3 years. This approach aims to capture momentum while managing risk, providing a unique investment strategy for those seeking growth potential. | Financials | 123 | Medium risk | $2,700 | 12.84% | 0.00% | 1.61% | |
Mid & Large Cap Dividend Yield (Factor Specific) These mid and large cap companies all have above a 3% dividend yield and are equally weighted. | Utilities | 92 | Medium risk | $470 | 24.69% | 0.00% | 3.88% | |
USA Quality Factor (Factor Specific) This strategy invests in US large- and mid-cap stocks with a focus on financial quality. Companies are selected and weighted based on their return on equity, earnings growth stability, and financial leverage, emphasizing strong fundamentals. This approach offers investors exposure to companies with proven profitability and sound financial health. | Information Technology | 124 | Medium risk | $3,200 | 13.95% | 0.00% | 1.20% | |
Mega Cap Growth Stocks (Factor Specific) Mega Cap Growth Stocks focuses on companies with strong growth prospects, often found in sectors driving innovation and technological advancement. This ETF following strategy invests in mega cap companies demonstrating robust revenue and earnings growth, including technology giants, healthcare innovators, and consumer discretionary leaders. | Information Technology | 69 | Medium risk | $1,400 | 19.27% | 0.00% | 0.57% |
Medium risk
$1,400
DYNF
Optimizes returns by rotating investments across five historically successful styles: quality, value, size, minimum volatility, and momentum. By shifting focus among these factors based on forward-looking insights, this index capitalizes on market opportunities and provides a diversified approach to enhancing returns. This strategy offers a flexible and adaptive way to navigate changing markets, combining multiple styles in a single portfolio to maximize returns while managing risk.
Top Sector
Information Technology
Top Holdings
Return
Expense Ratio
0.00%
Holdings
82
Medium risk
$5,200
VUG
Growth Stocks focuses on companies with strong growth prospects, often found in sectors driving innovation and technological advancement. This ETF invests in companies demonstrating robust revenue and earnings growth, including technology giants, healthcare innovators, and consumer discretionary leaders.
Top Sector
Information Technology
Top Holdings
Return
Expense Ratio
0.00%
Holdings
178
Medium risk
$6,600
VTV
This Strategy targets undervalued stocks in the U.S. market, emphasizing companies with solid fundamentals and potential for long-term growth. Emphasizing sectors such as healthcare, financials, industrials, and consumer goods, it seeks opportunities where market prices may not fully reflect underlying value metrics like earnings and book value.
Top Sector
Financials
Top Holdings
Return
Expense Ratio
0.00%
Holdings
335
Medium risk
$2,700
MTUM
Tracks an index of large- and mid-cap US equities, selected and weighted based on historical price appreciation and low volatility. Focus is on stocks with strong 6- and 12-month price performance, while also considering volatility over the past 3 years. This approach aims to capture momentum while managing risk, providing a unique investment strategy for those seeking growth potential.
Top Sector
Financials
Top Holdings
Return
Expense Ratio
0.00%
Holdings
123
Medium risk
$1,000
These mid and large cap companies all have above a 3% dividend yield and are equally weighted.
Top Sector
Utilities
Top Holdings
Return
Expense Ratio
0.00%
Holdings
92
Medium risk
$3,200
QUAL
This strategy invests in US large- and mid-cap stocks with a focus on financial quality. Companies are selected and weighted based on their return on equity, earnings growth stability, and financial leverage, emphasizing strong fundamentals. This approach offers investors exposure to companies with proven profitability and sound financial health.
Top Sector
Information Technology
Top Holdings
Return
Expense Ratio
0.00%
Holdings
124
Medium risk
$1,400
MGK
Mega Cap Growth Stocks focuses on companies with strong growth prospects, often found in sectors driving innovation and technological advancement. This ETF following strategy invests in mega cap companies demonstrating robust revenue and earnings growth, including technology giants, healthcare innovators, and consumer discretionary leaders.
Top Sector
Information Technology
Top Holdings
Return
Expense Ratio
0.00%
Holdings
69