Amberwave Invest USA JSG Fund (IUSA) Research

In typical market conditions, the fund aims to meet its investment goals by acquiring shares of U.S. companies included in the S&P 500. The investment adviser specifically targets businesses that demonstrate strong performance according to its proprietary "jobs, security, and growth" (JSG) assessment model. Concurrently, the fund endeavors to generate returns that surpass those of the broader stock market. A modest portion of its assets, generally ranging from 1% to 3%, is typically held in cash.

Market snapshot

Symbol
IUSA
Price
$15.94
Day change
0.00%
Market cap
$1.6M
52-week range
15.3186-16.6211
Sector
Financial Services
Industry
Asset Management

Peer companies

  • J.P. Morgan Exchange-Traded Fun (BBIP)
  • Clearbridge Focus Value ESG ETF (CFCV)
  • ELEMENTS Linked to SPECTRUM Large Cap U.S. Sector Momentum Index (EEH)
  • Genuine Investors ETF (GCIG)
  • iShares Currency Hedged MSCI Italy ETF (HEWI)
  • KraneShares Trust (KSEA)
  • NightShares 2000 ETF (NIWM)
  • QRAFT AI-Enhanced U.S. Next Value ETF (NVQ)

Recent insider activity

  • REZNICEK BERNARD W — D-Return (25776 shares) on 2010-07-01
  • KRAUSS GEORGE H — D-Return (17816 shares) on 2010-07-01
  • OBERDORF THOMAS — D-Return (129282 shares) on 2010-07-01
  • MORIN GARY E — D-Return (17816 shares) on 2010-07-01
  • KRAUSS GEORGE H — A-Award (6215 shares) on 2010-01-09

Open Amberwave Invest USA JSG Fund (IUSA) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.