Inception Date: 24/07/2017
Primary Benchmark: Nasdaq US LC Eq for Rising Rates TR USD
Gross Expense Ratio: %
Management Expense Ratio: 0.35 %
|PRU||Prudential Financial Inc.||3.32 %|
|JPM||JP Morgan Chase & Co.||3.31 %|
|MS||Morgan Stanley||3.30 %|
|LNC||Lincoln National Corporation||3.28 %|
|CFG||Citizens Financial Group Inc.||3.21 %|
|BAC||Bank of America Corporation||3.20 %|
|HBAN||Huntington Bancshares Incorporated||3.17 %|
|RF||Regions Financial Corporation||3.17 %|
|SCHW||Charles Schwab Corporation (The)||3.09 %|
|DGRW||WisdomTree U.S. Quality Divide..||0.28 %||
|FTCS||First Trust Capital Strength E..||0.60 %||
|USMC||Principal U.S. Mega-Cap Multi-..||0.12 %||
|FEX||First Trust Large Cap Core Alp..||0.61 %||
|PKW||Invesco BuyBack Achievers ETF||0.63 %||
|VONE||Vanguard Russell 1000 ETF||0.12 %||
|SUSL||iShares ESG MSCI USA Leaders E..||0.00 %||
|CFO||VictoryShares US 500 Enhanced ..||0.35 %||
|CFA||VictoryShares US 500 Volatilit..||0.35 %||
|FVC||First Trust Dorsey Wright Dyna..||0.30 %||
|Market Performance vs. Industry/Classification (Large Blend)||Market Performance vs. Exchange (NASDAQ Global Market)|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||10.76%||5%||F||86%||B|
|Risk Adjusted Return||29.59%||10%||F||46%||F|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
There is nothing we particularly like
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
The company has under performed its peers on annual average total returns in the past 5 years.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
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