The American Century Diversified Large Cap Value ETF (DVAL) is managed by portfolio managers who utilize proprietary quantitative models to identify suitable investments for the fund. These models assess various quantitative characteristics of potential stock investments and employ specific criteria to select stocks that exhibit promising upside potential and relatively low downside risk compared to the Russell 1000 Value Index.
The Alpha Architect U.S. Quantitative Value ETF (DVAL) focuses primarily on value-oriented investing strategies, but it still offers dividend potential. DVAL typically distributes dividends on a regular basis, influenced by the dividend policies and performances of the value-based stocks within its portfolio. Investors seeking a blend of value-oriented investments and potential dividend income may find DVAL to be an appealing choice.
Tracking the Russell 1000 Value Index lies at the heart of the strategy behind the Alternative Sources Dynamic Value ETF (DVAL). DVAL's portfolio managers employ proprietary quantitative models to identify potential stock investments. These models assess various quantitative characteristics of each stock, with a focus on identifying those with upside potential and relatively low downside risk compared to the Russell 1000 Value Index. DVAL's strategy involves purchasing stocks that meet specific valuation and quality criteria, as well as market sentiment indicators, as determined by the sub-advisor's quantitative models. The fund actively manages its portfolio to optimize its alignment with the index and may have significant positions in different sectors over time, with a particular emphasis on financials and industrials as of May 31, 2023.
The correlation aspect of the American Century Diversified Value ETF (DVAL) ETF is essential for understanding its behavior in relation to the broader U.S. equity market. DVAL employs proprietary quantitative models to identify investments, focusing on stocks with upside potential and relatively low downside risk compared to the Russell 1000 Value Index. While specific correlation details are not available, investors can use ETF Insider's web app to study correlations and gain deep insights into DVAL's performance in relation to various market factors and sectors. This valuable tool provides visualization and overlap analysis, aiding investors in making informed decisions within their portfolios.
The American Century Diversified Value ETF (DVAL) focuses on investing in U.S. companies with an emphasis on the value investing style. The fund's portfolio managers utilize proprietary quantitative models to identify stocks that display upside potential and relatively low downside risk compared to the Russell 1000 Value Index. DVAL primarily invests in large capitalization companies and as of May 31, 2023, has notable positions in the financials and industrials sectors. The fund's quantitative models assess various factors, including earnings quality, profitability, investor sentiment, and management's capital utilization, to select stocks with promising valuations for market conditions. Additionally, DVAL may engage in active trading to pursue its investment objectives.
The exposure of the Alternative Sources Dynamic Value ETF (DVAL) reflects the fund's investment strategy, which is based on proprietary quantitative models. These models assess various quantitative characteristics of potential stock investments and employ specific rules to select stocks for the portfolio. DVAL's quantitative models aim to identify stocks with upside potential and relatively low downside risk compared to the Russell 1000 Value Index. Factors such as stock valuation, quality, and market sentiment are analyzed to select stocks that have the potential to outperform the index.DVAL's investment approach involves purchasing stocks with low valuations and appropriate quantitative characteristics based on prevailing market conditions. The quantitative factors are determined using the sub-advisor's proprietary quantitative market evaluation and Dynamic Shifting Tool, which can shift between a broad value and deep value model depending on market conditions. Typically, DVAL invests in stocks that meet the large capitalization threshold and have attractive valuations based on historical price-to-earnings and price-to-book ratios relative to the large-cap segment of the U.S. equity market.The fund may adjust its holdings by selling stocks when they reach a sell target set by the quantitative models, exceed upper valuation thresholds, or fall below the large capitalization definition. DVAL primarily focuses on U.S. traded companies, which may include those incorporated outside the U.S. but significantly active in the U.S. The fund generally invests at least 80% of its net assets in U.S. domiciled issuers or those with principal activities in the United States, and it predominantly targets equity securities of large capitalization companies. As of May 31, 2023, the fund's investments were concentrated in financials and industrials, although sector allocations may vary over time. Additionally, DVAL may engage in active and frequent trading to pursue its investment objectives.For detailed insights into DVAL's exposure and portfolio characteristics, including overlap and correlations, investors can leverage the ETF Insider web app, which offers comprehensive and user-friendly tools for analyzing U.S. ETFs.
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4 min readThe article "What is the DVAL ETF?" takes an in-depth look at the Alpha Architect U.S. Quantitative Value ETF (DVAL). It provides comprehensive insights into the fund's value-oriented investment strategy, the composition of its portfolio, and its performance metrics. This piece is an excellent resource for investors interested in quantitative, value-focused investment strategies.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
