The Adaptive Wealth Strategies U.S. Factor ETF (AUSF) is managed by a team dedicated to providing investors with exposure to dynamic U.S. equities. AUSF primarily invests in securities of the Adaptive Wealth Strategies U.S. Factor Index, created by NorthCrest Asset Management. Solactive AG serves as the Calculation Agent for the index, which dynamically allocates across three sub-indices focusing on key factors: value, momentum, and low volatility. AUSF aims to replicate the index's performance, offering investors a passively managed approach to accessing U.S. equities with factor-based characteristics, emphasizing diversification and risk management while aiming for high correlation with its benchmark.
While the Adaptive Wealth Strategies U.S. Factor ETF (AUSF) primarily focuses on tracking the performance of the Adaptive Wealth Strategies U.S. Factor Index, it does not explicitly emphasize dividend distribution. This ETF generally invests at least 80% of its assets in securities of the underlying index, which dynamically allocates across three sub-indices representing different factors: value, momentum, and low volatility. The dividends distributed by AUSF, if any, are influenced by the dividend policies and performances of the constituent companies within these sub-indices. Investors interested in AUSF should consider it primarily for factor-based equity exposure rather than for substantial dividend returns.
Tracking the Adaptive Wealth Strategies U.S. Factor Index is at the core of the AUSF ETF's investment strategy. This ETF invests at least 80% of its total assets in securities that mirror the holdings of the Adaptive Wealth Strategies U.S. Factor Index. Developed by NorthCrest Asset Management and calculated by Solactive AG, this index dynamically allocates across three sub-indices, each representing a primary factor: value, momentum, and low volatility. The AUSF ETF aims to closely align with the performance of these sub-indices, providing investors with exposure to U.S. equities that exhibit these factor characteristics. With a passive investment approach and a focus on correlation, the AUSF ETF offers a convenient option for those seeking factor-based investment strategies.
The correlation aspect of the Adaptive Wealth Strategies U.S. Factor ETF (AUSF) is essential for understanding its performance in relation to the underlying Adaptive Wealth Strategies U.S. Factor Index. AUSF primarily invests in securities that exhibit characteristics of three primary factors: value, momentum, and low volatility. Therefore, its correlation with various market factors can vary based on the performance of these factors. Investors looking to analyze AUSF's correlations with different market factors and sectors can leverage the ETF Insider web app to access in-depth and valuable data, along with user-friendly visualization tools. These insights can aid investors in making informed decisions and identifying potential areas of overlap with their investment strategies.
The Adaptive Wealth Strategies U.S. Factor ETF (AUSF) primarily focuses on the U.S. equities market. This ETF seeks to dynamically allocate across three sub-indices representing key factors: value, momentum, and low volatility. These factors are derived from the Solactive U.S. Large & Mid Cap Index, comprising the 1,000 largest U.S. companies by market capitalization. AUSF offers investors the opportunity to tap into various factor-based investment strategies, potentially enhancing returns and risk management within the U.S. equities sector. It should be noted that AUSF had significant exposure to the healthcare sector as of January 31, 2023, in line with the characteristics of its underlying index.
The exposure characteristic of the Adaptive Wealth Strategies U.S. Factor ETF (AUSF) is centered around the Adaptive Wealth Strategies U.S. Factor Index. This ETF aims to provide investors with exposure to U.S. equities that exhibit specific factor characteristics, including value, momentum, and low volatility. The Underlying Index dynamically allocates across three sub-indices derived from the Solactive U.S. Large & Mid Cap Index, offering a unique approach to factor-based investing. The quarterly rebalancing process ensures that the portfolio remains aligned with the selected factors, making AUSF a versatile choice for those seeking factor-oriented exposure in their investment strategy.
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