Sentences with phrase «weighted underlying holdings»

The index will weight its underlying holdings based on their momentum and relative strength scores.

Not exact matches

The BMO Covered Call Canadian Banks ETF (ZWB) is an actively managed fund that holds Canadian bank stocks or units of the BMO S&P / TSX Equal Weight Banks Index ETF (ZEB) and writes covered call options on the underlying securities depending on market conditions.

This time we will assume two identical ETFs with identical underlying securities held at identical weights.

Adopting the discipline of rebalancing bond exposures toward fundamental weights, which are linked to the economic size of the underlying issuing companies rather than to the amount of debt they have issued, achieves the dual objective of: 1) tilting holdings toward companies with better debt servicing and higher credit ratings; and 2) taking advantage of mean reversion in securities prices over time.

The expense ratio for underlying holdings was estimated using a weighted average of the ratios for the ETF's utilized in the SoFi Wealth model portfolios as of the date shown above.

Expenses of the underlying holdings were estimated using a weighted average of the expense ratios for the ETF's utilized in the SoFi Wealth model portfolios at the date of the chart.

Given that VEA is denominated in US dollars, but actually reflects a basket of other currencies does that mean that if the US dollar went up by 10 % against the weighted basket of foreign currencies in VEA then the ETF share price should drop by 10 % (assuming no change in the underlying value of the foreign holdings)?