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Agile Stock Based Indexes

Agile Momentum Equity Index

The Equity Momentum Index is an all weather equity momentum approach but protects the downside. The momentum ranking is based on a combination of a momentum ratios and statistical methods from a universe of the S&P 700 and rebalanced monthly. The top 20 are allocated to the index using a volatility parity weighting method.

Agile Core Equity Index

The Core Equity Index is an all weather stock strategy that holds up to 30 individual equities. This strategy uses quantitative large cap core equity style with components from opposite ends of the investment spectrum: Growth & Value. Reviewed monthly.

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© 2019 by Agile Capital, Inc. 

 

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Investing Disclosure                                          

                                        

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Disclosure:

 

Agile Capital actively manages various indexes.  One CANNOT directly invest in any Agile Index but separately managed accounts that attempt to track the holdings of Agile Indexes and maybe through financial institutions.  Index results do not take into account transaction cost, custodial fees or other fees that may occur in a trading account.  Carefully consider the investment objectives, risk factors, and charges and expenses before investing. This and other information can be found by contacting Agile Capital, Inc. or in the detailed investment disclosures.   Read all disclosures carefully.


Investing involves risk, including possible loss of principal. 

 

Investment comparisons are for illustrative purposes only. To better understand the similarities and differences between investments, including investment objectives, risks, fees and expenses, it is important to read the product information.

 

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