Soundwatch Hedged Equity ETF (SHDG)
32.53
-0.01
(-0.03%)
USD |
BATS |
Jan 08, 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% | -0.00% | 167.03M | 2625.03 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| -- | 0.00% | -325519.0 | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide long-term capital appreciation by investing at least 80% of its net assets in a core portfolio of equity securities and investments. These may include US exchange-listed common stocks, equity index futures, and/or ETFs that track US large-cap indices such as the S&P 500 Index. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Multi-Cap Core Funds |
| Global Macro | Equity North America |
| US Macro | Multi-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth & Income Funds |
| Fund Owner Firm Name | Soundwatch Capital |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of January 09, 2026.
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 1.09% |
| Stock | 97.84% |
| Bond | 0.88% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.19% |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide long-term capital appreciation by investing at least 80% of its net assets in a core portfolio of equity securities and investments. These may include US exchange-listed common stocks, equity index futures, and/or ETFs that track US large-cap indices such as the S&P 500 Index. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Multi-Cap Core Funds |
| Global Macro | Equity North America |
| US Macro | Multi-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth & Income Funds |
| Fund Owner Firm Name | Soundwatch Capital |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |