By Eric Dutram, Zacks
By Michael Krause, The Forum
By Ron Rowland, Seeking Alpha
By Brenton Garen, ETF Trends
By James Lord, ETF Strategies
Exponential ETFs, Press Release
The BrandTransact 50® Index seeks to identify companies worthy of investment that share high growth potential and positive brand resonance. The Index uses a rules-based methodology to identify strong brands that maintain brand equity value not recognized in share price. The Index represents those top 50 companies, equally-weighted, determined per the scoring process. It is not possible to invest directly in an index.
The Wilshire 5000 Total Market Index™ measures the performance of all U.S. equity securities with readily available price data. Approximately, 5,000 capitalization-weighted security returns are used to adjust the index. It is not possible to invest directly in an index.
ACSI Funds, a registered investment adviser, serves as investment adviser to the Brand Value ETF through its Exponential ETFs platform, and is paid a fee for its services.
Tenet Partners is a recognized authority on brand measurement and valuation. They provide underlying BrandPower scores that are utilized by the BrandTransact 50® Index to determine undervalued brands in which to invest. Tenet Partners is unaffiliated with ACSI Funds.
Smart beta defines a set of investment strategies that emphasize the use of alternative index construction rules to traditional market capitalization based indices. Smart beta emphasizes capturing investment factors or market inefficiencies in a rules-based and transparent way.
The ALTAR Score is a proprietary research score developed by the ETF Research Center that calculates a single score fore ETF comparison based on ROE, P/BV, and fees. Return on equity (ROE) is a measure of profitability that calculates how many dollars of profit a company generates with each dollar of shareholders’ equity. Price-to-Book Value (P/BV) is a valuation ratio and is arrived at by dividing the market price of a share with the respective company’s book value per share. Basis Points (bp) is one hundredth of one percent.
There may be material differences between The Brand Value ETF and The SPDR S&P 500 ETF. The funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500®Index and has a gross expense ratio of 0.09%. The Brand Value ETF seeks to track the performance, before fees and expenses, of the BrandTransact 50®Index and has a gross expense ratio of 0.65%. SPY is subject to equity security risk meaning it may fluctuate in value in response to the activities of individual companies and general market and economic conditions.
The American Customer Satisfaction Core Alpha ETF is managed by ACSI Funds. Click here for a prospectus. The American Customer Satisfaction Core Alpha ETF is distributed by Quasar Distributors, LLC
Fund holdings are subject to change and should not be considered a recommendation to buy or sell any security. Please click here for fund holdings.
References to other mutual funds should not to be interpreted as an offer of these securities.