| ISIN | US02072L4822 |
|---|---|
| TER | 0.01% |
| Replication | Synthetic |
| Distribution | Accumulating |
| Launch Year | 2023 |
| AUM | $0.03 billion |
| Provider | Morgan Dempsey |
| Exchange | USA Stocks (USA) |
| Currency | USD |
| Country | USA |
| Type | ETF |
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in dividend paying companies that the fund"s sub-adviser, Morgan Dempsey Capital Management, LLC (the "Sub-Adviser"), believes are attractively valued. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of large cap companies, which it defines as companies larger than $25 billion in market capitalization.
Consult fund provider.
| Period | Return (%) |
|---|---|
| 1 Month | 1.93% |
| 3 Months | -2.86% |
| 6 Months | -2.41% |
| 1 Year | 8.03% |
| 3 Years | N/A |
| 5 Years | N/A |
| Since Inception | 14.00% |
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 โExchange: USA Stocks (USA)
Currency: USD
Is this ETF accumulating?
Yes, it reinvests dividends.