AGFiQ U.S. Market Neutral Size Fund (SIZ) ETF Holdings & Analysis

What SIZ does

The AGFiQ U.S. Market Neutral Size Fund aims to deliver investment results that mirror the price and yield performance of the Dow Jones U.S. Thematic Market Neutral Size Index, before considering fees and operating expenses. It achieves this by investing a minimum of 80% of its total assets (which may include borrowed funds) in common stocks designated for long positions within the underlying index, while concurrently short-selling at least 80% of the stocks identified for short positions in that same index. Consequently, the fund strives to maintain a roughly equivalent dollar value between its purchased (long) and sold (short) securities. This market-neutral approach is strategically employed to mitigate the impact of general market fluctuations on the fund's overall performance.

Fund profile

Sector allocation

PortView Portfolio Insights

PortView analyzes how SIZ fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Related securities

Related stocks

Frequently asked questions

What does SIZ track?

SIZ is the AGFiQ U.S. Market Neutral Size Fund, a Other ETF.

What is the expense ratio of SIZ?

Expense ratio data for SIZ is shown on the page when available from our data provider.

What are the largest holdings in SIZ?

SIZ's top holdings are listed on this page when available.

How can PortView analyze SIZ overlap with other ETFs?

PortView computes the holdings overlap between SIZ and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.