VALX

$18.35 ()
AUM $14.8MER 0.79%NAV $18.35Holdings

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

N/A

Avg Volume

0

Dividend Yield

Expense Ratio

0.79%

AUM

$14.8M

Shares Outstanding

809.0K

Sector Breakdown

SectorWeight %
Financial Services19.17%
Industrials17.20%
Consumer Cyclical16.21%
Energy11.41%
Basic Materials11.25%
Healthcare8.44%
Technology6.73%
Communication Services4.21%
Consumer Defensive3.88%
Real Estate1.50%

Fund Information

Inception Date
Dec 10, 2014
Description
The investment seeks to track the performance, before fees and expenses, of the Validea Market Legends Index (the "index"). Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index uses a proprietary, rules-based methodology created by Validea Capital Management, LLC, the fund's investment adviser (the "Adviser"), to select companies based on the published stock selection strategies of historically successful investors.

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IJRiShares Core S&P Small-Cap ETF$101.65B

The Validea Market Legends ETF (VALX) is an exchange-traded fund that launched on Dec 10, 2014. It currently manages $14.8M in assets under management. The fund charges an expense ratio of 0.79%. It falls under the Financial Services category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

Current Price

$18.35

52-Week Low

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricVALXFinancial Services(805 ETFs)International(380 ETFs)
Fund Info
Expense Ratio0.79%0.68%0.54%
AUM$14.8M$3.95B$7.15B
Dividend Yield4.64%2.79%
Avg Volume0805.2K474.4K
Holdings295552
Performance
1-Month Return+4.86%+4.58%
6-Month Return+5.03%+7.59%
YTD Return+4.37%+5.88%
1-Year Return+21.51%+24.54%

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