Soundwatch Hedged Equity ETF (SHDG)
26.60
-0.01
(-0.04%)
USD |
BATS |
May 17, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.53% | -0.04% | 129.65M | 2442.10 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.14% | 25.00% | 7.950M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to provide long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in a portfolio of equity securities and investments that have economic characteristics similar to equity securities. These equity securities and investments may include U.S. exchange-listed common stocks, equity index futures, and/or exchange-traded funds (“ETFs”) that track U.S. large-capitalization (“large-cap”) indices, such as the S&P 500® Index. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | Alternative |
| Broad Category | Alternative |
| Category Name | Options Trading |
| Category Index | Morningstar Mod Con Tgt Risk TR USD |
| Global Category Name | Options Trading |
| YCharts Categorization | Other |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Soundwatch Capital |
| Prospectus Benchmark Index | |
| CBOE S&P 500 BuyWrite BXM PR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSACWINTR | 100.0% |
| Manager Tenure | |
| Jan Bos | 7.42 yrs |
| Robert Hammer | 7.42 yrs |
Performance Versus Category
As of May 17, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 17, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to provide long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in a portfolio of equity securities and investments that have economic characteristics similar to equity securities. These equity securities and investments may include U.S. exchange-listed common stocks, equity index futures, and/or exchange-traded funds (“ETFs”) that track U.S. large-capitalization (“large-cap”) indices, such as the S&P 500® Index. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | Alternative |
| Broad Category | Alternative |
| Category Name | Options Trading |
| Category Index | Morningstar Mod Con Tgt Risk TR USD |
| Global Category Name | Options Trading |
| YCharts Categorization | Other |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Soundwatch Capital |
| Prospectus Benchmark Index | |
| CBOE S&P 500 BuyWrite BXM PR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSACWINTR | 100.0% |
| Manager Tenure | |
| Jan Bos | 7.42 yrs |
| Robert Hammer | 7.42 yrs |