Applied Finance IVS US SMID ETF (IVSS) Stock Price, Quote, News & History | Benzinga

In pursuing its investment objective, the Fund will invest at least 80 percent of its net assets in equity securities of US small to mid (SMID) capitalization companies. The Fund defines SMID cap companies as companies with market capitalizations less than dollar 15 billion, measured at the time of purchase. In choosing investments, the Adviser typically selects SMID cap equity securities that it believes offer superior return potential and may consider, among other factors, a companys valuation, projected future earnings, dividends, financing activity, growth potential, recent performance, and business strategy. To select securities for the Fund, the Adviser utilizes its proprietary research and valuation models that employ the factors described above to identify appropriate securities for the Fund.