Applied Finance Valuation Large Cap ETF
Ticker: VSLU
Exchange: NYSE Arca
Expense ratio: 0.49%
Original filing date: January 08, 2021
Effective date: April 29, 2021
Listing Date: April 30, 2021
CUSIP: 26923N405
Active: Yes
Index / Benchmark: Not Applicable
Investment Objective:
Seeks long-term capital
appreciation.
Investment Strategy / Index
Methodology:
200 mainly large cap companies that offer superior return potential due
to the company’s valuation, projected future earnings, dividends, financing
activity, growth potential, recent performance, and business strategy.
Constituents: 200
Adviser: Applied Finance
Advisors, LLC
Sub-Adviser: Toroso Asset Management
Portfolio Managers: Paul Blinn, Managing Member of the Adviser and Rafael
Resendes, Managing Member of the Adviser
Administrator: Commonwealth Fund Services, Inc.
Fund accountant: Citi Fund Services Ohio, Inc.
Transfer agent: Citi Fund Services Ohio, Inc.
Custodian: Citibank, N.A.
Distributor: Foreside Fund Services,
LLC
Legal counsel: Practus, LLP
External accounting: Cohen & Company, Ltd.
Compliance: TBD
Prospectus is here.
- LinkedIn: Henry Jim
- henry@etfhearsay.com
- Twitter: @ETFhearsay
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