- What are the top holdings of BTAL?
- AGF U.S. Market Neutral Anti-Beta Fund holds 121 securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does BTAL have?
- BTAL holds 121 positions as reported by the fund's most recent disclosure.
- What sectors does BTAL invest in?
- AGF U.S. Market Neutral Anti-Beta Fund (BTAL) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is BTAL most exposed to?
- BTAL's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is BTAL a US-only fund?
- The country allocation card on this page shows BTAL's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does BTAL invest in?
- 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).
