5 min readBy Ron Koren ETF Insider
What is the DFSE ETF ?
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The issuer of the AZTD ETF is Aztlan Equity Management, LLC, an investment management company that follows a non-discretionary, rules-based methodology to create and maintain the Solactive Aztlan Global Developed Markets SMID Cap Index. This index is designed to track equity securities of small- and mid-capitalization companies from developed markets across North America, Western Europe, and Asia. Aztlan's approach focuses on factors such as value, cash flow, capital structure, growth, EPS revisions, and price momentum to select and rank potential index components, contributing to the creation of a diversified investment vehicle for investors seeking exposure to developed markets' SMID-cap segment.
The AZTD ETF seeks to replicate the Solactive Aztlan Global Developed Markets SMID Cap Index, focusing on small- and mid-capitalization companies across developed markets. The index methodology incorporates various factors, including a Cashflow Factor, which evaluates companies' dividend history and estimates of their forward dividends per share. By considering these elements, the AZTD ETF aims to provide investors with exposure to companies that exhibit favorable cash flow characteristics and potential dividend growth within the SMID cap segment of developed markets.
The AZTD ETF seeks to replicate the performance of the Solactive Aztlan Global Developed Markets SMID Cap Index. This index utilizes a non-discretionary, rules-based methodology to select small- and mid-capitalization companies from developed markets across North America, Western Europe, and Asia. The index employs various equally weighted factors such as value, cashflow, capital structure, growth, EPS revisions, and price momentum to determine the securities included in its composition. By focusing on these factors, the AZTD ETF aims to provide investors with exposure to a diversified portfolio of SMID-cap equities while TRACKING the performance of the underlying index.
The AZTD ETF, which tracks the Solactive Aztlan Global Developed Markets SMID Cap Index, focuses on small- and mid-capitalization companies across developed markets. The fund employs a passive indexing strategy, assessing securities based on various factors such as value, cash flow, capital structure, growth, EPS revisions, and price momentum. By analyzing these factors and their correlations, the AZTD ETF aims to provide investors exposure to a diversified selection of companies within its target market segments, offering potential benefits from the correlated performance of SMID-cap equities.
The AZTD ETF focuses on tracking the Solactive Aztlan Global Developed Markets SMID Cap Index, which comprises equity securities of companies from developed market regions including North America, Western Europe, and Asia (excluding Hong Kong and Singapore). This ETF covers a range of sectors including Materials, Industrials, Consumer Discretionary, Consumer Staples, Health Care (excluding pharmaceutical industry), Financials, Information Technology, Communication Services, and Utilities. By offering exposure to a diverse set of sectors within small- and mid-capitalization companies, AZTD provides investors with the opportunity to tap into a broad spectrum of market dynamics and potential growth opportunities.
The AZTD ETF seeks to replicate the Solactive Aztlan Global Developed Markets SMID Cap Index, providing exposure to small- and mid-capitalization companies from North America, Western Europe, and Asia. The index methodology employs a rules-based approach, encompassing various factors such as value, cash flow, capital structure, growth, EPS revisions, and price momentum. By equally weighting securities across regions and industries, the ETF aims to capture the performance of these dynamic market segments while maintaining a focus on diversified exposure within Materials, Industrials, Consumer Discretionary, Consumer Staples, Health Care, Financials, Information Technology, Communication Services, and Utilities sectors.
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