Factor Exposure Analysis

Understand your portfolio's exposure to key investment factors

Select Portfolio
Choose an allocation to analyze

Factor Definitions

Value: Exposure to undervalued assets trading below intrinsic value
Momentum: Exposure to assets with positive recent performance trends
Size: Exposure to smaller capitalization companies
Quality: Exposure to companies with strong fundamentals and profitability
Low Volatility: Exposure to assets with lower price fluctuations
Yield: Exposure to income-generating assets

Analyze Factor Exposures

Select an allocation to understand its exposure to key investment factors like value, momentum, and quality.

Value

Momentum

Size

Quality

Low Volatility

Yield