Bluemonte Large Cap Value ETF (BVAL): ETF
ETF traded on ARCX under symbol BVAL. Quoted in usd.
Bluemonte Large Cap Value ETF
BVAL seeks capital growth by investing in unaffiliated ETFs with exposure to large-cap value companies. The underlying funds may be passively or actively managed, investing in US and/or non-US equity securities that appear to be undervalued relative to asset value, earnings, growth potential and cash flows. The fund employs a top-down approach, utilizing macro analysis. Through a fundamental analysis, the fund then employs bottom-up research to select investments. The sub-adviser identifies and determines the desired allocation mix and return profile, selecting funds believed to represent an asset class, are reasonably priced, and reflect relative performance when compared to similar ETFs. In assessing actively managed ETFs, the fund-of-funds performs additional analysis of the quality and tenure of an underlying funds management. As an actively managed ETF, the fund manager has full discretion to adjust the portfolio at any time.
Largest holdings
- SPYV STATE STREET SPDR POR S&P33.81%
- SCHV SCHWAB US LARGE-CAP VALUE29.37%
- VONV VANG RUS 1000 V21.21%
- SPYM STE STR SPDR PT S&P 500 ETF14.85%
- CASH & OTHER0.75%
30d
29.55K
60d
32.20K
90d
32.38K