Explore/U.S. Value-Momentum-Minimum Volatility Factor Mix

U.S. Value-Momentum-Minimum Volatility Factor Mix

A compact smart-beta blend that combines three explainable factor sleeves: value, momentum, and low volatility. Equal-weighted.

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Last Updated: 2026-05-16

Live Performance

+7.19%
Portfolio
Benchmark

Actions

DescriptionDate
Last Rebalance12/31/2025
Next Rebalance12/31/2026

Live Portfolio Allocation

TickerWeight (%)Allocation ($)
VTVSIM
33.02%$3,302
MTUMSIM
36.73%$3,673
USMVSIM
30.25%$3,025
Total100.00%$10,000