What is the ticker symbol for AGF U.S. Market Neutral Anti-Beta Fund?

AGF U.S. Market Neutral Anti-Beta Fund trades under the ticker BTAL on AMEX.

What sector does AGF U.S. Market Neutral Anti-Beta Fund operate in?

AGF U.S. Market Neutral Anti-Beta Fund is classified in the Financial Services sector (Asset Management industry).

How can PortView help analyze BTAL in a portfolio?

PortView shows BTAL's weight in your portfolio, its contribution to return and risk, sector exposure, indirect exposure through ETFs you own, and correlation with your other holdings.

AGF U.S. Market Neutral Anti-Beta Fund (BTAL) Stock Analysis

AMEXFinancial ServicesAsset Management

$12.41-0.52%

1-year price historyRange $10.92 – $16.36

52-week range$12.41

$10.86$16.46

What AGF U.S. Market Neutral Anti-Beta Fund does

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).

Key metrics

Market cap

$285.79M

P/E (TTM)

20.09

EPS (TTM)

$0.62

Beta

-0.93

Dividend yield

2.88%

50-day avg

$11.88

200-day avg

$13.13

52-week high

$16.46

52-week low

$10.86

ETFs linked to BTAL

Broad-market and Financial Services sector ETFs an investor holding AGF U.S. Market Neutral Anti-Beta Fund is often also exposed to. Open an ETF page to see its actual top holdings.

SPY — SPDR S&P 500 ETF Trust VOO — Vanguard S&P 500 ETF QQQ — Invesco QQQ Trust VTI — Vanguard Total Stock Market ETF

PortView Portfolio Insights

PortView analyzes how BTAL fits your actual portfolio — position weight, portfolio concentration, unrealized gain/loss, contribution to return, sector exposure, indirect exposure through the ETFs you hold, and correlation with your other holdings. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Analyze BTAL in PortView →

Frequently asked questions

What is the ticker symbol for AGF U.S. Market Neutral Anti-Beta Fund?: AGF U.S. Market Neutral Anti-Beta Fund trades under the ticker BTAL on AMEX.
Which exchange is BTAL listed on?: BTAL is listed on AMEX.
What sector does AGF U.S. Market Neutral Anti-Beta Fund operate in?: AGF U.S. Market Neutral Anti-Beta Fund is classified in the Financial Services sector (Asset Management industry).
How can PortView help analyze BTAL in a portfolio?: PortView shows BTAL's weight in your portfolio, its contribution to return and risk, sector exposure, indirect exposure through ETFs you own, and correlation with your other holdings.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.