NEWZ

NEWZ navigates the complexities of the US equity market using its proprietary news media sentiment signal fueled by AI and NLP technologies. This signal, derived from textual sources like news articles, blogs, and SEC filings, undergoes analysis via advanced machine learning algorithms. It sifts through vast amounts of data to gauge investor sentiment and identify stocks with the most favorable news coverage. The process begins with screening US-listed equity securities based on capitalization, volatility, ROE, news coverage volume, and inclusion in the Zacks sector and industry classifications. Selection relies on the sentiment signal, which also integrates a sentiment momentum signal to track shifts in investor sentiment over time. Typically, the portfolio comprises the top 30 to 50 stocks, all equally weighted. Throughout this process, the fund prioritizes reliability, sourcing information from reputable news outlets like Zacks, Motley Fool, and CNBC. The fund is rebalanced and reconstituted monthly.