AGF U.S. Market Neutral Anti-Beta Fund (BTAL) Research
The AGF U.S. Market Neutral Anti-Beta Fund primarily employs a strategy of purchasing shares of less volatile American companies (those with low beta) while simultaneously establishing short positions in more volatile U.S. equities (high beta stocks). This is done on a sector-by-sector basis, with the objective of maintaining a dollar-neutral portfolio where the value of long and short investments is balanced. The fund constructs this balanced portfolio predominantly by allocating capital to the same securities that comprise the Dow Jones U.S. Thematic Market Neutral Low Beta Index, generally matching their respective weightings within that index. The selection pool for this underlying index encompasses the top 1,000 eligible U.S. securities ranked by market capitalization, a universe that also includes Real Estate Investment Trusts (REITs).
Market snapshot
- Symbol
- BTAL
- Price
- $10.96
- Day change
- -2.92%
- Market cap
- $360.6M
- 52-week range
- 10.91-18.62
- Sector
- Financial Services
- Industry
- Asset Management
Recent news
- Bitcoin's high conviction holders are turning into sellers as the crypto's price hits new lows
In the past two days, bitcoin's highest conviction holders have sold about $2.4 billion in bitcoin. Of the bitcoin sold in the past 30 days, 26% came from investors who bought it above $90,000.
Peer companies
- Avantis U.S. Mid Cap Value ETF (AVMV)
- iShares MSCI China A ETF (CNYA)
- First Trust Energy AlphaDEX Fund (FXN)
- iShares Currency Hedged MSCI ACWI ex U.S. ETF (HAWX)
- Innovator U.S. Small Cap Power Buffer ETF (KJAN)
- Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC)
- PlanRock Alternative Growth ETF (PRAE)
- State Street SPDR Dow Jones International Real Estate ETF (RWX)
Open AGF U.S. Market Neutral Anti-Beta Fund (BTAL) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.