How have BTAL shares performed in 2024?

AGF U.S. Market Neutral Anti-Beta Fund's stock was trading at $16.95 on January 1st, 2024. Since then, BTAL shares have increased by 12.3% and is now trading at $19.04. View the best growth stocks for 2024 here .

What does BTAL invest in?

AGF U.S. Market Neutral Anti-Beta Fund is a equity fund issued by AGF Investments. BTAL focuses on long/short investments. The fund's investments total to approximately $223.61 million assets under management.

What stocks does AGF U.S. Market Neutral Anti-Beta Fund hold?

BTAL invests in 631 holdings. Some of the stocks in their portfolio include Vistra (VST) , Texas Pacific Land (TPL) , EMCOR Group (EME) , Marathon Petroleum (MPC) , NetApp (NTAP) , TechnipFMC (FTI) , Kroger (KR) , Diamondback Energy (FANG) , DICK'S Sporting Goods (DKS) and Exxon Mobil (XOM) .

What is the management fee for AGF U.S. Market Neutral Anti-Beta Fund?

AGF U.S. Market Neutral Anti-Beta Fund's management fee is 0.45% and has other expenses of 1.61%. However, BTAL has a fee waiver of -0.52% to reimburse the expenses. The net expense ratio for BTAL is 1.54%.

What other stocks do shareholders of AGF U.S. Market Neutral Anti-Beta Fund own?

Based on aggregate information from My MarketBeat watchlists, some companies that other AGF U.S. Market Neutral Anti-Beta Fund investors own include Ajinomoto (AJINY) , Advanced Energy Industries (AEIS) , Autodesk (ADSK) , Koninklijke Ahold Delhaize (ADRNY) , Accenture (ACN) , American Campus Communities (ACC) , Abbott Laboratories (ABT) , AbbVie (ABBV) , AAON (AAON) .

Who are AGF U.S. Market Neutral Anti-Beta Fund's major shareholders?

AGF U.S. Market Neutral Anti-Beta Fund's stock is owned by a variety of retail and institutional investors. Top institutional shareholders include Worth Asset Management LLC (0.34%).

How do I buy shares of AGF U.S. Market Neutral Anti-Beta Fund?

Shares of BTAL stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here .

NYSEARCA:BTAL

AGF U.S. Market Neutral Anti-Beta Fund (BTAL) Price, Holdings, & News

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Free BTAL Stock Alerts

$19.04

+0.03 (+0.16%)

(As of 04/18/2024 ET)

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Today's Range: $18.87
▼
$19.11
50-Day Range: $17.85
▼
$19.04
52-Week Range: $16.59
▼
$21.39

Volume: 1.99 million shs
Average Volume: 269,882 shs
Market Capitalization: $229.43 million

Assets Under Management: $223.61 million
Dividend Yield: 1.10%
Net Expense Ratio: 1.54%

Stock Analysis Chart Headlines Holdings Ownership Ratings

Get AGF U.S. Market Neutral Anti-Beta Fund alerts:

About AGF U.S. Market Neutral Anti-Beta Fund (NYSEARCA:BTAL)

The AGFiQ U.S. Market Neutral Anti-Beta Fund (BTAL) is an exchange-traded fund that mostly invests in long\u002Fshort alternatives. The fund is an actively managed fund that takes long positions in low beta US stocks, offset by short positions in high beta US stocks. BTAL was launched on Sep 13, 2011 and is managed by AGF.

BTAL Stock Price History

30 days | 90 days | 365 days | Advanced Chart

BTAL ETF News Headlines

April 17, 2024 | msn.com

US Antitrust Funding Jump Urged by Unions, Lobbies, Trade Groups

April 14, 2024 | americanbankingnews.com

AGF U.S. Market Neutral Anti-Beta Fund (NYSEARCA:BTAL) Trading Up 1.4%

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February 17, 2024 | wsj.com

Federated Hermes MDT Market Neutral Fund;A

January 17, 2024 | wsj.com

Victory Market Neutral Income Fund;I

December 29, 2023 | msn.com

AGF Investments Trust - AGF U.S. Market Neutral Anti-Beta Fund (BTAL) Declares $1.04 Dividend

December 7, 2023 | seekingalpha.com

BTAL: A Smart Way To Hedge The Market

November 29, 2023 | wsj.com

Vanguard Market Neutral Fund;Investor

April 19, 2024 | InvestorPlace (Ad)

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October 28, 2023 | ft.com

Huge US government borrowing adds to bond market pain

See More Headlines

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Fund Details

Issuer: AGF Investments
Fund Name: AGF U.S. Market Neutral Anti-Beta Fund
Tax Classification: Regulated Investment Company
Stock Exchange: NYSEARCA
Current Symbol: NYSEARCA:BTAL
Inception Date: 9/13/2011
Fund Manager: William DeRoche, Philip Lee, Josh Belko
Web: N/A
Phone: N/A

Fund Focus

Asset Class: Equity
Benchmark: N/A
Category: Strategy
Focus: Long/Short
Development Level: Developed Markets
Region: North America
Number of Holdings: 631

Fund Statistics

Assets Under Management: $223.61 million
Average Daily Volume: $319,823.60
Discount/Premium: 0.06%

Administrator, Advisor and Custodian

Administrator: J.P. Morgan Chase Bank, N.A.
Advisor: AGF Investments LLC
Custodian: J.P. Morgan Chase Bank, N.A.
Distributor: Foreside Fund Services, LLC
Transfer Agent: J.P. Morgan Chase Bank, N.A.
Trustee: N/A
Lead Market Maker: Virtu Financial

Options

Optionable: N/A
Short Interest: 117,800 shs

Miscellaneous

Outstanding Shares: 12,050,000
Beta: -0.80
Creation Unit: 50,000
Creation Fee: $1,500.00

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AGF U.S. Market Neutral Anti-Beta Fund Expenses

Type	BTAL	Long/Short ETFs	Equity ETFs	NYSEARCA ETFs	All ETFs
Management Fee	0.45%	0.83%	0.54%	0.50%	0.51%
Other Expenses	1.61%	1.90%	0.54%	0.64%	0.58%
Total Expense	2.06%	2.08%	0.70%	0.74%	0.70%
Fee Waiver	-0.52%	-2.39%	-0.55%	-0.68%	-0.57%
Net Expense	1.54%	1.03%	0.60%	0.58%	0.58%

AGF U.S. Market Neutral Anti-Beta Fund (BTAL) Holdings & Exposure

Top 10 BTAL Holdings

Cash
Holding Weight: 97.36%
Portfolio Swap Dow Jones Thematic Neu Anti-Beta
Holding Weight: 1.12%
Vistra(NYSE:VST)
Holding Weight: 0.58%
Texas Pacific Land(NYSE:TPL)
Holding Weight: 0.55%
EMCOR Group(NYSE:EME)
Holding Weight: 0.51%
Marathon Petroleum(NYSE:MPC)
Holding Weight: 0.50%
NetApp(NASDAQ:NTAP)
Holding Weight: 0.49%
TechnipFMC(NYSE:FTI)
Holding Weight: 0.49%
Kroger(NYSE:KR)
Holding Weight: 0.49%
Diamondback Energy(NASDAQ:FANG)
Holding Weight: 0.48%

BTAL Sector Exposure

BTAL Industry Exposure

Full Holdings Details

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Institutional Ownership

View All Institutional Transactions

BTAL ETF - Frequently Asked Questions

How have BTAL shares performed in 2024?: AGF U.S. Market Neutral Anti-Beta Fund's stock was trading at $16.95 on January 1st, 2024. Since then, BTAL shares have increased by 12.3% and is now trading at $19.04.
View the best growth stocks for 2024 here.
What does BTAL invest in?: AGF U.S. Market Neutral Anti-Beta Fund is a equity fund issued by AGF Investments. BTAL focuses on long/short investments. The fund's investments total to approximately $223.61 million assets under management.
What stocks does AGF U.S. Market Neutral Anti-Beta Fund hold?: BTAL invests in 631 holdings. Some of the stocks in their portfolio include Vistra (VST), Texas Pacific Land (TPL), EMCOR Group (EME), Marathon Petroleum (MPC), NetApp (NTAP), TechnipFMC (FTI), Kroger (KR), Diamondback Energy (FANG), DICK'S Sporting Goods (DKS) and Exxon Mobil (XOM).
What is the management fee for AGF U.S. Market Neutral Anti-Beta Fund?: AGF U.S. Market Neutral Anti-Beta Fund's management fee is 0.45% and has other expenses of 1.61%. However, BTAL has a fee waiver of -0.52% to reimburse the expenses. The net expense ratio for BTAL is 1.54%.

What other stocks do shareholders of AGF U.S. Market Neutral Anti-Beta Fund own?: Based on aggregate information from My MarketBeat watchlists, some companies that other AGF U.S. Market Neutral Anti-Beta Fund investors own include Ajinomoto (AJINY), Advanced Energy Industries (AEIS), Autodesk (ADSK), Koninklijke Ahold Delhaize (ADRNY), Accenture (ACN), American Campus Communities (ACC), Abbott Laboratories (ABT), AbbVie (ABBV), AAON (AAON).
Who are AGF U.S. Market Neutral Anti-Beta Fund's major shareholders?: AGF U.S. Market Neutral Anti-Beta Fund's stock is owned by a variety of retail and institutional investors. Top institutional shareholders include Worth Asset Management LLC (0.34%).
How do I buy shares of AGF U.S. Market Neutral Anti-Beta Fund?: Shares of BTAL stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

This page (NYSEARCA:BTAL) was last updated on 4/19/2024 by MarketBeat.com Staff

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