Cboe US - Delayed Quote USD

Amberwave Invest USA JSG Fund (IUSA)

15.94 0.00 (0.00%)
At close: January 13 at 9:36 AM EST

ETF Summary

Under normal market conditions, the Adviser seeks to achieve the fund’s investment objective by investing in the equity securities of U.S. companies in the S&P 500 that the Adviser determines score highly on the Adviser’s proprietary jobs, security and growth (JSG) scoring methodology, while also seeking to outperform the broad equity market. The fund, however, does typically maintain a portion of its assets in cash, typically 1 to 3%.

ETF Overview

Category Large Blend
Fund Family Amberwave Partners
Net Assets 1.56M
YTD Daily Total Return 2.45%
Yield --
Legal Type Exchange Traded Fund

ETF Operations

Attributes IUSA Category Average
Annual Report Expense Ratio (net) 0.67% 0.78%
Holdings Turnover 0.00% 50.53%
Total Net Assets 76,309.90 76,309.90

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers