Key stats
About LeaderShares AlphaFactor Tactical Focused ETF
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Inception date
Oct 27, 2020
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Redwood Investment Management LLC (California)
Identifiers
3
ISIN US90214Q6917
LSAT focuses on US stocks to generate long-term capital growth by screening for net share count reduction, free cash flow growth, dividend yield, volatility, and debt/asset ratios. The portfolio selection uses factors such as liquidity and market capitalization to select the final constituents. The fund typically invests in a diversified portfolio of equity securities, such as equity options and may utilize derivatives like total return swap agreements. LSAT also employs a multi-factor tactical risk management overlay that identifies periods of above average risk to shift into money market instruments, like T-bills, certificates of deposit, commercial paper and US government bond funds.
Related funds
Classification
What's in the fund
Exposure type
Finance
Technology Services
Consumer Durables
Breakdown by region
Top 10 holdings
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently asked questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
LSAT trades at 43.45 USD today, its price has fallen −0.15% in the past 24 hours. Track more dynamics on LSAT price chart.
LSAT assets under management is 61.77 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
LSAT invests in stocks. See more details in our Analysis section.
LSAT expense ratio is 0.99%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, LSAT isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
Yes, LSAT pays dividends to its holders with the dividend yield of 1.69%.
LSAT shares are issued by Redwood Investment Holdco LLC
LSAT follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Oct 27, 2020.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.