The funds are designed to grant investors direct access to mispriced stocks and value ideas in the large-cap universe to meet the immediate needs of the current market.
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Both ETFs have an expense ratio of 0.35%, providing cost-effective access to actively managed large-cap strategies.
AGRW seeks to find mispriced large-cap U.S. equities within the S&P 500 Index through a bottom-up, research-based approach. The fund seeks to obtain a concentrated portfolio of approximately 50 securities via an in-house valuation model.
Conversely, ASLV uses a value investing approach. It seeks high-quality companies trading at less than their intrinsic value in the Russell 1000 Index, with the ability to invest up to 20% in foreign stocks, including American depositary receipts. The fund holds between 30 to 50 stocks, with an emphasis on companies that have good management and flexible balance sheets.
Though both the funds invest in large-cap stocks, AGRW’s investment universe is comprised of S&P 500 Index constituents, while ASLV holds against the Russell 1000 Index.
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