ZUVE ETF Analysis: Dividends, Returns TSX:ZUVE

Analysis

Key stats

The fund provides exposure to US large-cap companies deemed to be priced below their intrinsic value through a multi-step, multi-factor screening. Such stocks are perceived to be undervalued based on criteria such as assets, earnings and cash flow. From a universe of large-cap US stocks, securities are screened using multiple factors, such as volatility, price, as well as coverage, activity, and returns. Stocks are scored for each factor. The sum of the factors for each stock arrive to the final value multi-factor rank (MFR) score. From there, the fund selects 50 value stocks with the highest MFR score, which are equally weighted. Aiming for long-term capital appreciation, the portfolio managers of the actively managed ETF has full discretion to make any buy, sell, and hold decisions at any time.