AdvisorShares DW FSM All Cap World ETF (DWAW)
36.59
+0.14
(+0.38%)
USD |
NASDAQ |
May 09, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
1.28% | -0.08% | 75.62M | 1173.00 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.57% | 151.0% | -22.72M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to provide long-term capital appreciation with capital preservation as a secondary objective. The fund is an actively managed exchange-traded fund ("ETF") that is primarily a "fund of funds." The Advisor seeks to achieve it's investment objective by investing in ETFs that invest primarily in domestic and foreign equity securities of any capitalization, including in emerging markets. The fund invests in fixed income ETFs with a short or ultra-short duration, money market funds, cash and cash equivalents ("Defensive Investments"). It may invest in affiliated and unaffiliated ETFs. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Blend |
Category Index | Russell 1000 TR USD |
Global Category Name | US Equity Large Cap Blend |
YCharts Categorization | US Large Cap Blend |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Growth and Income |
Fund Owner Firm Name | AdvisorShares |
Prospectus Benchmark Index | |
MSCI ACWI NR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Dan Ahrens | 3.80 yrs |
Performance Versus Category
As of May 09, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 09, 2024.
Basic Info
Investment Strategy | |
The investment seeks to provide long-term capital appreciation with capital preservation as a secondary objective. The fund is an actively managed exchange-traded fund ("ETF") that is primarily a "fund of funds." The Advisor seeks to achieve it's investment objective by investing in ETFs that invest primarily in domestic and foreign equity securities of any capitalization, including in emerging markets. The fund invests in fixed income ETFs with a short or ultra-short duration, money market funds, cash and cash equivalents ("Defensive Investments"). It may invest in affiliated and unaffiliated ETFs. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Blend |
Category Index | Russell 1000 TR USD |
Global Category Name | US Equity Large Cap Blend |
YCharts Categorization | US Large Cap Blend |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Growth and Income |
Fund Owner Firm Name | AdvisorShares |
Prospectus Benchmark Index | |
MSCI ACWI NR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Dan Ahrens | 3.80 yrs |