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A Winning ETF Strategy in 2019: Catching Momentum in Non-Traditional Tech Names

A Winning ETF Strategy in 2019: Catching Momentum in Non-Traditional Tech Names

Assessment

Interactive Video

Business

University

Practice Problem

Hard

Created by

Wayground Content

FREE Resource

The Momentum ETF, trading under the ticker PTF, focuses on capturing momentum in tech stocks, primarily from NASDAQ-listed companies with strong relative strength. The fund is heavily weighted in software and Internet stocks, avoiding traditional tech names. It holds top companies like Paycom and Okta, rebalancing quarterly. With $250 million in assets and a 60 basis point expense ratio, PTF's returns have aligned with the S&P 500, but recently outperformed. It receives a favorable rating in the Bloomberg Intelligence Traffic Light system.

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5 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the ticker symbol for the Momentum ETF?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What type of stocks does the Momentum ETF primarily focus on?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

How many NASDAQ listed companies does the fund consist of?

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4.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the expense ratio of the Momentum ETF?

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5.

OPEN ENDED QUESTION

3 mins • 1 pt

What has been the performance of the Momentum ETF compared to the S&P 500 this year?

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