Ticker
IVAL
Asset Class
Equity
Assets Under Management
196.91M
Issuer
Alpha Architect
Inception Date
16-12-2014
Dividend Yield
2.59%
Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in exchange-listed companies that meet the Sub-Adviser’s definition of value (“Value Companies”). The Sub-Adviser employs a multi-step, quantitative, rules-based methodology to identify a portfolio of approximately 50 to 200 undervalued international equity securities with the potential for capital appreciation.
Loading chart…