Need a Quality Small Cap ETF with a Touch of Value?
April 5, 2021
Getting small cap exposure is a must nowadays, but sifting through the Russell 2000 to find a mix of quality and value is not an efficient way to do things. The
SQLV seeks to track the investment results of an index composed of equity securities of small-capitalization companies that are traded in the United States. The fund seeks to track the investment results of the Royce Small-Cap Quality Value Index.
The underlying index utilizes a proprietary methodology created and sponsored by the fund’s subadvisor. The subadvisor is affiliated with both LMPFA and the fund. The fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in securities that compose its underlying index.