Strategas Global Policy Opp ETF (SAGP)
26.64
+0.39
(+1.50%)
USD |
NYSEARCA |
Apr 23, 16:00
26.61
-0.03
(-0.13%)
After-Hours: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.65% | 0.17% | 36.18M | 4754.37 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.92% | 74.00% | 2.958M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks long-term capital appreciation. The fund is an actively-managed exchange-traded fund (“ETF”) that seeks to achieve its objective by investing principally in the common stocks of U.S. and non-U.S. companies interested in influencing public policy through their lobbying activity in Washington D.C. Strategas Asset Management, LLC (the “Adviser”) considers lobbying a nontraditional and largely unrecognized factor in company analysis. It may, from time to time, invest a significant portion of its total assets in securities of companies in certain sectors or located in particular countries or regions outside the U.S. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | International Equity |
| Broad Category | Equity |
| Category Name | Global Small/Mid Stock |
| Category Index | MSCI ACWI SMID NR USD |
| Global Category Name | Global Equity Mid/Small Cap |
| YCharts Categorization | Global Equity Mid/Small Cap |
| YCharts Benchmark | MSCI ACWI Mid Cap (^MSACWIMCAP) |
| Prospectus Objective | World Stock |
| Fund Owner Firm Name | Strategas Trust |
| Prospectus Benchmark Index | |
| N/A | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSACXUSNTR | 100.0% |
| Manager Tenure | |
| Austin Wen | 2.18 yrs |
| Courtney Rosenberger | 2.18 yrs |
| Daniel Clifton | 2.18 yrs |
| Gerald Hendricks | 2.18 yrs |
| Nicholas Bohnsack | 2.18 yrs |
| Rafael Zayas | 2.18 yrs |
Performance Versus Category
As of April 23, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 23, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks long-term capital appreciation. The fund is an actively-managed exchange-traded fund (“ETF”) that seeks to achieve its objective by investing principally in the common stocks of U.S. and non-U.S. companies interested in influencing public policy through their lobbying activity in Washington D.C. Strategas Asset Management, LLC (the “Adviser”) considers lobbying a nontraditional and largely unrecognized factor in company analysis. It may, from time to time, invest a significant portion of its total assets in securities of companies in certain sectors or located in particular countries or regions outside the U.S. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | International Equity |
| Broad Category | Equity |
| Category Name | Global Small/Mid Stock |
| Category Index | MSCI ACWI SMID NR USD |
| Global Category Name | Global Equity Mid/Small Cap |
| YCharts Categorization | Global Equity Mid/Small Cap |
| YCharts Benchmark | MSCI ACWI Mid Cap (^MSACWIMCAP) |
| Prospectus Objective | World Stock |
| Fund Owner Firm Name | Strategas Trust |
| Prospectus Benchmark Index | |
| N/A | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSACXUSNTR | 100.0% |
| Manager Tenure | |
| Austin Wen | 2.18 yrs |
| Courtney Rosenberger | 2.18 yrs |
| Daniel Clifton | 2.18 yrs |
| Gerald Hendricks | 2.18 yrs |
| Nicholas Bohnsack | 2.18 yrs |
| Rafael Zayas | 2.18 yrs |