AESR: Unconvincing Tactical ETF
Source: SeekingAlpha
2025-04-22 06:00:00 ET
Summary
- Anfield U.S. Equity Sector Rotation ETF is a tactical allocation ETF overweighting and underweighting sectors with a proprietary methodology based on economic and market data.
- AESR is currently focused on communication services, with significant exposure in technology and consumer discretionary.
- Since its inception, AESR has underperformed the S&P 500 but outperformed other tactical ETFs, with similar risk levels to the S&P 500.
- AESR's track record is too short to assess the long-term potential of the strategy, but for now, it doesn’t justify paying the 1.18% expense ratio.
AESR strategy
Anfield U.S. Equity Sector Rotation ETF ( AESR ) is an actively managed ETF launched on 12/16/2019. AESR has 28 holdings and a total expense ratio of 1.18%. As described by Regents Park Funds ,...
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AESR: Unconvincing Tactical ETF
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