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Asset Class: Mid Cap      
SPA MarketGrader 40 Fund (SFV)  ETF Snapshot

The SPA MarketGrader 40 ETF aims to replicate the 40 stock index issued by MarketGrader. The MarketGrader 40 (MG40) Index is a unique rules-based, quantitatively driven index, which selects a basket of 40 stocks, from a universe of around 5,700 US listed equities, based on a company’s fundamental attractiveness, combined with sensible diversification in terms of sector distribution and market capitalisation. The MarketGrader system scores each company according to a number of company specific fundamental factors such as Growth, Value, Profitability and Cash Flow. Each of these categories, in turn, is composed of six unique indicators, giving a total of 24 fundamental indicators
 
Historical Performance
*Annualized returns 
 Since Inception 2007-10-17 1 Mo 3 Mo YTD *3 Yr *5 Yr *10 Yr *15 Yr



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