SIZ

AGFiQ U.S. Market Neutral Size FundAGFiQ
AUM$880K
Expense Ratio2.82%
NAV$17.43
HoldingsN/A
InceptionSep 7, 2011

Price Chart

Key Statistics

Previous Close

N/A

Day Range

N/A

52-Week Range

N/A

Avg Volume

N/A

Dividend Yield

N/A

Expense Ratio

2.82%

AUM

$880K

Shares Outstanding

N/A

Sector Breakdown

SectorWeight %
Industrials16.31%
Technology14.34%
Financial Services14.18%
Healthcare10.94%
Consumer Cyclical10.92%
Real Estate10.30%
Consumer Defensive5.68%
Basic Materials5.03%
Communication Services4.57%
Utilities4.18%
Energy3.56%

Fund Information

Issuer
AGFiQ
Category
Industrials
Subcategory
Inverse
Inception Date
Sep 7, 2011
Description
The investment seeks performance results that correspond to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Thematic Market Neutral Size Index. The fund invests at least 80% of its net assets (plus borrowing for investment purposes) in common stock of the long position in the underlying index and sells short at least 80% of the short positions in the underlying index. As such, it identifies long and short securities positions of approximately equal dollar amounts. In choosing to track a market neutral index, the fund seeks to limit the effects of general market movements on the fund.

Similar ETFs

SymbolNameAUMExpense RatioHoldings
VXUSVanguard Total International Stock ETF$606.20B0.05%8,602
VOVanguard Mid-Cap ETF$202.90B0.03%307
VBVanguard Small-Cap ETF$169.10B0.03%1,357
IJHiShares Core S&P Mid-Cap ETF$106.69B0.05%401
VBRVanguard Small-Cap Value ETF$62.30B0.05%841

The AGFiQ U.S. Market Neutral Size Fund (SIZ) is an exchange-traded fund issued by AGFiQ that launched on Sep 7, 2011. It currently manages $880K in assets under management. The fund charges an expense ratio of 2.82%. It falls under the Industrials category.

Top 10 holdings represent 0.0% of the fund

No holdings data available.

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
N/A

Moving Averages

20-Day MA

N/A

50-Day MA

N/A

200-Day MA

N/A

Price with Moving Averages

Support & Resistance

52-Week High

N/A

Current Price

N/A

52-Week Low

N/A

Current Yield

N/A

Annual Dividend

N/A

Frequency

N/A

Last Ex-Date

N/A

Dividends

No dividend data available for this ETF.

Category Comparison

MetricSIZIndustrials(380 ETFs)Inverse(82 ETFs)
Fund Info
Expense Ratio2.82%0.66%0.87%
AUM$880K$4.68B$595.3M
Dividend Yield1.84%3.20%
Avg VolumeN/A469.3K341.2K
Holdings293163
Performance
1-Month Return-3.97%
6-Month Return+8.01%
YTD Return+4.89%
1-Year Return+25.79%

Compare with Another ETF

Search for an ETF to compare with SIZ: