VSLU
Applied Finance Valuation Large Cap ETF
📎 Investment Objective
The Applied Finance Valuation Large Cap ETF (VSLU) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Applied Finance Valuation Large Cap Index.
Overview
ETF tracking Applied Finance Valuation Large Cap ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Applied Finance Valuation Large Cap ETF (VSLU) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Applied Finance Valuation Large Cap Index.
🎯 Investment Strategy
The ETF uses a passive management (or index-tracking) strategy designed to track the performance of the Applied Finance Valuation Large Cap Index. The index is composed of large-capitalization U.S. stocks selected based on the Applied Finance Valuation Driven Investing methodology, which aims to identify undervalued companies with strong financial characteristics.
✨ Key Features
- Focuses on large-cap U.S. stocks selected using a proprietary valuation methodology
- Passively tracks the Applied Finance Valuation Large Cap Index
- Low expense ratio of 0.00%
- Limited performance history due to the fund's recent inception
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions
- Concentration risk: The fund's focus on large-cap stocks may lead to higher volatility than a more diversified portfolio
- Tracking error risk: The fund may not perfectly track the performance of its underlying index
- Limited performance history: With a limited track record, the fund's long-term performance is uncertain
👤 Best For
The Applied Finance Valuation Large Cap ETF may be suitable for long-term investors seeking exposure to a portfolio of large-cap U.S. stocks selected using a valuation-driven approach. Investors should be comfortable with the risks associated with a concentrated large-cap portfolio and the fund's limited performance history.