Why should you invest in this smallcase?
Top 50 stocks that score high on momentum based on the top 500 stocks by market capitalization.
Academic research has shown that momentum is one the persistent factor strategies and mid-cap stocks tend to outperform large cap stocks over a longer period.
Our statistical model not just looks at absolute return of the look-back period but also looks at the consistency and quality of the up-move. We prefer stocks that have had a gradual and persistent rally rather than sharp spikes.
The strategy re-balances every month to maintain a portfolio of the strongest momentum stocks.
Past Performance vs
Sep 4, 2015
Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart