A Winning ETF Strategy in 2019: Catching Momentum in Non-Traditional Tech Names

The Momentum ETF, trading under the ticker PTF, focuses on capturing momentum in tech stocks, primarily from NASDAQ-listed companies with strong relative strength. The fund is heavily weighted in software and Internet stocks, avoiding traditional tech names. It holds top companies like Paycom and Okta, rebalancing quarterly. With $250 million in assets and a 60 basis point expense ratio, PTF's returns have aligned with the S&P 500, but recently outperformed. It receives a favorable rating in the Bloomberg Intelligence Traffic Light system.

What is the primary focus of the Momentum ETF, PTF?

• Focusing on small-cap stocks

• Investing in traditional tech names

• Capturing momentum in tech stocks

• Investing in emerging markets

How many NASDAQ-listed companies does the Momentum ETF consist of at least?

• 20

• 30

• 100

• 50

Which sectors are primarily weighted in the Momentum ETF due to its strategy?

• Healthcare and Pharmaceuticals

• Energy and Utilities

• Software and Internet

• Consumer Goods and Retail

What is the approximate asset size of the Momentum ETF?

• $1 billion

• $500 million

• $250 million

• $100 million

How did the Momentum ETF perform compared to the broader market recently?

• Matched the market's return

• Lost value

• Underperformed the market

• Doubled the market's return