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ETFs

AI Quality Growth ETF

AQGX
$--
Today’s Change
-- (--)

Snapshot
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Inception Date
Oct 21 2013
Expense Ratio
0.96%
Type
US Equities
Fund Owner
ADAPTIVE INVESTMENTS
Volume (1m avg. daily)
$425,850
AUM
$23,165,485
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

VONG
Vanguard Group, Inc. - Vanguard Russell 1000 Growth Index ETF
14.82%
FICO
Fair, Isaac Corp.
3.33%
CRM
Salesforce Inc
2.84%
BKNG
Booking Holdings Inc
2.56%
MSCI
MSCI Inc
2.54%
SBUX
Starbucks Corp.
2.52%
LLY
Lilly(Eli) & Co
2.48%
COST
Costco Wholesale Corp
2.48%
FTNT
Fortinet Inc
2.42%
AAPL
Apple Inc
2.37%
Invest with AQGX

What is AQGX?

The Fund invests principally in domestic common stocks and is not limited in its investments by market capitalization. The Fund may invest in other investment companies, including mutual funds and exchange traded funds that are registered under the 1940 Act and not affiliated with the Fund. The Advisor utilizes a screening and selection process to build a portfolio of quality domestic growth stocks, which includes a select group of growth stocks that the Advisor believes have the potential for revenue growth rates higher than their peers.

ETFs related toAQGX

ETFs correlated to AQGX include JGRO, CVLC, IQSU

AQGX
Starboard Investment Trust - AI Quality Growth ETF
JGRO
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
CVLC
Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
IQSU
IndexIQ ETF Trust - IQ Candriam ESG U.S. Large Cap Equity ETF
ILCG
BlackRock Institutional Trust Company N.A. - iShares Morningstar Growth ETF
ESGV
Vanguard Group, Inc. - Vanguard ESG U.S. Stock ETF
DFSU
Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
VUG
Vanguard Group, Inc. - Vanguard Growth ETF
NULG
Nuveen Fund Advisors LLC - Nuveen ESG Large-Cap Growth ETF
IWF
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 Growth ETF
SCHG
Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toAQGX

#SIN

Safety in Sin Stocks

Category

Grow Your Portfolio

Risk Rating

Aggressive

#D

Phalanx Formation: Downturn Defense

Category

Getting Defensive

Risk Rating

Moderate

Create your own algorithmic trading strategy with AQGX using Composer

FAQ

AQGX is a US Equities ETF. The Fund invests principally in domestic common stocks and is not limited in its investments by market capitalization. The Fund may invest in other investment companies, including mutual funds and exchange traded funds that are registered under the 1940 Act and not affiliated with the Fund. The Advisor utilizes a screening and selection process to build a portfolio of quality domestic growth stocks, which includes a select group of growth stocks that the Advisor believes have the potential for revenue growth rates higher than their peers.

Yes, AQGX is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, AQGX is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on AQGX is 0.0115%. This is the percent change in the value of AQGX over the most recent 1-month period. The 3-month return on AQGX is 0.0965%. This is the percent change in the value of AQGX over the most recent 3-month period.

The standard deviation of AQGX for the past year is 0.2735%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to AQGX include FDL, DFAT, and SDY.

ETFs correlated to AQGX include JGRO, CVLC, and IQSU.

ETFs that are inversely correlated to AQGX include SH, SPXS, and SPXU.

Disclaimers

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We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.