EEE

The Advisors Inner Circle Fund II 3EDGE Dynamic US Equity ETF

No trades
See on Supercharts

Key stats


Assets under management (AUM)
‪62.92 M‬USD
Fund flows (1Y)
‪61.11 M‬USD
Dividend yield (indicated)
Discount/Premium to NAV
0.07%

About The Advisors Inner Circle Fund II 3EDGE Dynamic US Equity ETF


Issuer
3EDGE Asset Management LP
Brand
3Edge
Expense ratio
0.84%
Home page
Inception date
Oct 3, 2024
Index tracked
No Underlying Index
Management style
Active
EDGU focuses on equity securities of US companies, adjusting its portfolio to capitalize on growth opportunities while mitigating losses in declining markets. The fund emphasizes sector selection and market capitalization variation based on US economic trends. EDGU uses a proprietary model that combines valuation metrics, economic indicators, and investor sentiment to assess sector and style potentials within the US market. Its strategy includes dynamic portfolio rebalancing to align with changing market conditions, focusing on both growth and value investment styles. The fund selectively invests in sectors and individual securities perceived as undervalued or likely to benefit from market catalysts. Similar to EDGI, EDGU may utilize a fund of funds strategy, investing in equity ETFs to implement its sector and allocation viewpoints. Security selection and weighting are based on analysis of sector performances and economic forecasts to enhance growth while limiting risks.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.