EQM Smart Beta Franchise Index
An index to track the financial market performance of the
U.S. franchising sector, consistingly primarily of U.S. traded
companies that operate as business format franchises.
Rules Based
Methodology
Transparency Rules. The criteria is preset so that the index’s construction can clearly identify the most qualified companies suitable for inclusion.
Equally
Weighted
All things being equal. Favors undervalued stocks with the potential to rise in price and return to fair value.
Data-Driven
Selection Process
Good concepts need good data. An established framework to different exposures that align and supports the index’s specific strategy.
Index Characteristics and Exposure
Top Holdings
| WINMARK CORP |
| DOMINO’S PIZZA INC |
| YUM! BRANDS INC |
| CHOICE HOTELS INTL INC |
| BRINKER INTERNATIONAL INC |
| PLANET FITNESS INC – CL A |
| JACK IN THE BOX INC |
| INTERCONTINENTAL HOTELS-ADR |
| VALVOLINE INC |
| WINGSTOP INC |
Sector Weightings
Backtest Results
