JOET

Virtus Terranova U.S. Quality Momentum ETF

$41.92

+0.00%

Market closed. Last update: 10:50 PM ET

📎 Investment Objective

The Virtus Terranova U.S. Quality Momentum ETF seeks to provide long-term capital appreciation by investing in a portfolio of U.S. equities that exhibit both quality and momentum characteristics.

Overview

ETF tracking Virtus Terranova U.S. Quality Momentum ETF

Category Growth

Issuer Other

Inception Date 2023-11-28

Market Cap $226.4M

Average Volume N/A

Dividend Yield 0.64%

52-Week Range $32.81 - $43.17

VWAP $41.98

Performance

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Investment Summary

📎 Investment Objective

The Virtus Terranova U.S. Quality Momentum ETF seeks to provide long-term capital appreciation by investing in a portfolio of U.S. equities that exhibit both quality and momentum characteristics.

🎯 Investment Strategy

The fund uses a quantitative, rules-based approach to identify U.S. stocks with a combination of strong quality metrics and positive momentum. The portfolio is diversified across sectors and rebalanced periodically to maintain the desired quality and momentum exposures.

✨ Key Features

Focuses on U.S. stocks with both quality and momentum characteristics
Utilizes a quantitative, rules-based investment process
Aims to provide long-term capital appreciation
Diversified portfolio across sectors

⚠️ Primary Risks

Market risk: The value of the fund's holdings may decline due to general market conditions
Sector concentration risk: The fund may be more susceptible to factors affecting a particular sector
Momentum investing risk: Momentum styles may experience periods of underperformance
Liquidity risk: Some holdings may be difficult to sell at desired prices

👤 Best For

This ETF may be suitable for investors seeking long-term capital growth through exposure to a portfolio of high-quality U.S. stocks with positive momentum. It may be appropriate as a core growth component of a diversified investment portfolio.