Anfield Equity Sector Etf Profile
| AESR Etf | USD 17.81 0.12 0.68% |
Performance14 of 100
| Odds Of DistressLess than 9
|
Anfield Equity is selling at 17.81 as of the 30th of November 2024; that is 0.68 percent increase since the beginning of the trading day. The etf's lowest day price was 17.8. Anfield Equity has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Anfield Equity Sector are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund is an actively managed exchange traded fund that normally invests at least 80 percent of its net assets, including any borrowings for investment purposes, in a diversified portfolio of ETFs that each invest at least 80 percent of their assets in U.S. More on Anfield Equity Sector
Moving together with Anfield Etf
Anfield Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Large Cap ETFs, Large Blend, Anfield (View all Sectors) |
| Issuer | Regents Park Funds |
| Inception Date | 2019-12-17 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 135.31 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Ultimus Fund Solutions, LLC |
| Advisor | Regents Park Funds, LLC |
| Custodian | Brown Brothers Harriman & Co. |
| Distributor | Northern Lights Distributors, LLC |
| Portfolio Manager | Peter van de Zilver, David Young |
| Transfer Agent | Brown Brothers Harriman & Co. |
| Fiscal Year End | 31-Jul |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 25.0 |
| Market Maker | Virtu Financial |
| Total Expense | 1.11 |
| Management Fee | 0.8 |
| Country Name | USA |
| Returns Y T D | 28.1 |
| Name | Anfield U.S. Equity Sector Rotation ETF |
| Currency Code | USD |
| Open Figi | BBG00R4084K6 |
| In Threey Volatility | 17.82 |
| 1y Volatility | 13.94 |
| 200 Day M A | 16.1569 |
| 50 Day M A | 17.2472 |
| Code | AESR |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.29 |
| Type | ETF |
Anfield Equity Sector [AESR] is traded in USA and was established 2019-12-16. The fund is listed under Large Blend category and is part of Anfield family. The entity is thematically classified as Size And Style ETFs. Anfield Equity Sector presently have 107.59 M in assets under management (AUM). , while the total return for the last 3 years was 9.5%.
Check Anfield Equity Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Anfield Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Anfield Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Anfield Equity Sector Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Anfield Equity Sector Etf Constituents
| QQQ | Invesco QQQ Trust | Etf | Large Growth | |
| SPY | SPDR SP 500 | Etf | Large Blend | |
| XLC | Communication Services Select | Etf | Communications | |
| XLF | Financial Select Sector | Etf | Financial | |
| XLI | Industrial Select Sector | Etf | Industrials | |
| XLK | Technology Select Sector | Etf | Technology | |
| XLP | Consumer Staples Select | Etf | Consumer Defensive | |
| XLRE | The Real Estate | Etf | Real Estate |
Anfield Equity Sector Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Anfield Equity. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0982 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0.02) |
Anfield Equity Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Anfield Equity Sector. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
The market value of Anfield Equity Sector is measured differently than its book value, which is the value of Anfield that is recorded on the company's balance sheet. Investors also form their own opinion of Anfield Equity's value that differs from its market value or its book value, called intrinsic value, which is Anfield Equity's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Anfield Equity's market value can be influenced by many factors that don't directly affect Anfield Equity's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Anfield Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Anfield Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Anfield Equity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.