SQLV
Royce Quant Small-Cap Quality Value ETF
📎 Investment Objective
The Royce Quant Small-Cap Quality Value ETF (SQLV) seeks to provide long-term capital appreciation by investing in a portfolio of small-cap U.S. stocks that exhibit attractive valuation and quality characteristics.
Overview
ETF tracking Royce Quant Small-Cap Quality Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Royce Quant Small-Cap Quality Value ETF (SQLV) seeks to provide long-term capital appreciation by investing in a portfolio of small-cap U.S. stocks that exhibit attractive valuation and quality characteristics.
🎯 Investment Strategy
The fund uses a quantitative, rules-based approach to identify small-cap stocks that are undervalued and demonstrate strong financial quality. It screens for factors such as low price-to-earnings, price-to-book, and price-to-cash flow ratios, as well as high return on equity and low debt-to-equity. The portfolio is diversified across sectors and rebalanced periodically.
✨ Key Features
- Focuses on small-cap U.S. stocks with attractive valuation and quality metrics
- Quantitative, rules-based investment process to identify undervalued, high-quality companies
- Diversified portfolio across sectors
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Exposure to small-cap stocks, which can be more volatile and less liquid than large-cap stocks
- Potential for style drift if the quantitative model does not effectively identify undervalued, high-quality companies
- Concentration risk as the fund is focused on a specific segment of the market
- Market risk, as the value of the fund's holdings can fluctuate with overall market conditions
👤 Best For
The Royce Quant Small-Cap Quality Value ETF may be suitable for investors seeking long-term capital appreciation through exposure to a diversified portfolio of undervalued, high-quality small-cap U.S. stocks. This fund may be appropriate for investors with a higher risk tolerance and a long-term investment horizon.