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Affinity World Leaders Equity ETF(WLDR)

Description: The investment seeks to provide investment results that correspond generally, before fees and expenses, to the performance of the Thomson Reuters StarMine Affinity World Leaders Index (the index). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities included in the index. The index is expected to consist of approximately 150 to 250 stocks of companies located in the U.S. and in at least three countries outside of the U.S. and may invest in up to 20 countries. It will be significantly invested in the securities of international companies in addition to securities of U.S. companies.


Keywords: Index Fund Investment Management

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WLDR Technical Analysis

Exchange: BATS

Country: US

Currency: US Dollar ($)

Category: Global Large-Stock Value

Asset Allocation
Asset Class Long % Short % Net Assets
Stock US 68.90 0.00 68.90
Stock non-US 30.57 0.00 30.57
Cash 0.54 0.00 0.54
Sector Weights
Sector Equity % Relative to Category
Technology 21.75 10.86
Healthcare 14.52 15.43
Financial Services 14.42 16.64
Industrials 10.64 10.95
Consumer Cyclicals 10.46 9.63
Communication Services 7.82 9.42
Consumer Defensive 6.28 8.01
Energy 5.87 6.67
Basic Materials 3.26 6.47
Utilities 2.66 2.37
Real Estate 2.33 3.55
World Regions
Region Equity % Relative to Category
North America 70.16 56.63
Europe Developed 13.51 20.46
Japan 9.79 4.69
United Kingdom 4.75 9.98
Africa/Middle East 1.17 0.42
Australasia 0.43 0.80
Asia Developed 0.20 3.51
Asia Emerging 0.00 2.31
Latin America 0.00 1.19
Europe Emerging 0.00 0.01
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