QIDX targets US stocks of any capitalization with consistent history of earnings stability or growth, and strong prospects for continued earnings stability and growth based on research and analysis. The fund considers equity securities from four indices representing large-cap core, large-cap growth, mid-cap value, and small-cap value companies. Target allocations are set to 25% for each index. The advisor has discretion to adjust the funds sector exposure, investment style, or specific securities based on market conditions and other factors such as interest rates, trading volume and market sentiment, market trends and sectors, individual securities, and other financial data. Index reconstitution and rebalancing inform security selection. However, as an actively managed ETF, the fund manager has full discretion to buy or sell securities at any time.
公司网站 :
https://www.sec.gov/ix?doc=/Archives/edgar/data/1484018/000148401824000235/n1a1124.htm
总经理:-
建立时间:2025
公司总部:Spinnaker ETF Series Indexperts Quality Earnings Focused ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds