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The Global X Adaptive US Factor ETF is a passively managed vehicle rotating between low volatility, value, and momentum factors. I maintain a Hold rating on AUSF due to its unconvincing performance and weak factor mix. AUSF's financial-heavy portfolio currently has a 0.54 weighted average beta and single-digit forward growth rates, a combination that cannot secure outperformance vs. the S&P 500.
Concurrent Investment Advisors LLC increased its position in shares of Global X Adaptive U.S. Factor ETF (NYSEARCA:AUSF) by 37.6% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 53,039 shares of the company's stock after purchasing an additional 14,503 shares during
Able Wealth Management LLC grew its position in Global X Adaptive U.S. Factor ETF (NYSEARCA:AUSF) by 16.1% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 149,578 shares of the company's stock after buying an additional 20,772 shares during the quarter.
Global X Adaptive U.S. Factor ETF (NYSEARCA:AUSF - Get Free Report) saw a significant decrease in short interest in March. As of March 13th, there was short interest totaling 63,762 shares, a decrease of 22.7% from the February 26th total of 82,445 shares. Based on an average daily volume of 106,992 shares, the short-interest ratio
The Global X Adaptive U.S. Factor ETF (AUSF) maintains a defensive, low-volatility and value tilt, underweighting technology and overweighting financials, healthcare, and consumer staples. AUSF trades at a significant valuation discount (13.7x P/E) to the Russell 1000, reflecting its sector mix and stock selection, but exhibits below-benchmark growth and profitability. The fund's dynamic allocation could rotate toward momentum and growth sectors if market leadership shifts, but current positioning favors stability amid macro uncertainty.
Global X Adaptive U.S. Factor ETF employs a tactical allocation across value, momentum, and low-volatility factors, rebalancing quarterly. AUSF's sector and fundamental exposures shift based on recent factor performance, resulting in variable portfolio characteristics and yield. AUSF has underperformed both the Russell 1000 and competitor iShares U.S. Equity Factor Rotation Active ETF, with deeper drawdowns and lower risk-adjusted returns.
I rate AUSF a strong buy for long-term investors, thanks to its adaptive blend of minimum volatility, value, and momentum factors. AUSF consistently outperforms the S&P 500 over 5- and 10-year periods, while maintaining a lower P/E ratio and higher dividend yield than peers. The fund's diversified, low-concentration portfolio reduces risk, and its adaptive strategy mitigates underperformance in any single factor.
Global X Adaptive U.S. Factor ETF (AUSF) uses a dynamic allocation strategy targeting value, momentum, and low volatility, with a 0.27% expense ratio. AUSF offers better downside protection due to high value stock exposure but underperforms the S&P 500 and has a high turnover ratio. The fund's dynamic allocation rebalances quarterly, often underweighting recent strong performers, which may hinder long-term outperformance.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.