| ISIN | US66538H3856 |
|---|---|
| TER | 0.01% |
| Replication | Synthetic |
| Distribution | Accumulating |
| Launch Year | 2020 |
| AUM | $0.03 billion |
| Provider | Sterling Capital |
| Exchange | USA Stocks (USA) |
| Currency | USD |
| Country | USA |
| Type | ETF |
The fund is an actively managed exchange traded fund ("ETF"). It seeks to outperform the Russell 1000 Growth Index with a portfolio of 15 to 30 stocks. The adviser employs a bottom-up fundamental investment process to select stocks in companies that, in its view, demonstrate potential for sustainable competitive advantages, visible reinvestment opportunities, and have experienced management teams. Under normal market conditions, the fund invests at least 80% of its net assets plus any borrowing for investment purposes in equity securities. It is non-diversified.
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| Period | Return (%) |
|---|---|
| 1 Month | 11.59% |
| 3 Months | -4.30% |
| 6 Months | -1.67% |
| 1 Year | 16.01% |
| 3 Years | 62.29% |
| 5 Years | N/A |
| Since Inception | 19.87% |
Distribution: Accumulating
Volatility and risk metrics are calculated based on historical price movements.
This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.
Compare brokers →Exchange: USA Stocks (USA)
Currency: USD
Is this ETF accumulating?
Yes, it reinvests dividends.