EquityCompass Tactical Risk Mgr ETF (DELISTED) (TERM:DL)
22.15
0.00 (0.00%)
USD |
NYSEARCA |
Jun 27, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.65% | 0.02% | 12.18M | -- |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| -- | -- | -4.000M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to provide long term capital appreciation with capital preservation as a secondary objective. The fund will seek to achieve its investment objectives by investing in equity securities of companies domiciled in the U.S. or listed on a U.S. securities exchange. The fund's strategy seeks to provide exposure to U.S. listed equity securities and to avoid large, prolonged market losses and reduce volatility. It may also invest in inverse ETFs which seek to provide investment results that match a negative return of the performance of an underlying index like the S&P 500® Index. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Value |
| Category Index | Russell 1000 Value 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 |
| Fund Owner Firm Name | First Trust |
| Prospectus Benchmark Index | |
| S&P 500 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Chris Peterson | 5.89 yrs |
| Daniel Lindquist | 5.89 yrs |
| David McGarel | 5.89 yrs |
| John Gambla | 5.89 yrs |
| Jon Erickson | 5.89 yrs |
| Rob Guttschow | 5.89 yrs |
| Roger Testin | 5.89 yrs |
| Timothy McCann | 5.89 yrs |
| Todd Larson | 5.89 yrs |
| Christopher Mutascio | 2.16 yrs |
Performance Versus Category
Annual Total Returns Versus Peers
As of June 27, 2023.
*Indicates data for the year is incomplete.
Basic Info
| Investment Strategy | |
| The investment seeks to provide long term capital appreciation with capital preservation as a secondary objective. The fund will seek to achieve its investment objectives by investing in equity securities of companies domiciled in the U.S. or listed on a U.S. securities exchange. The fund's strategy seeks to provide exposure to U.S. listed equity securities and to avoid large, prolonged market losses and reduce volatility. It may also invest in inverse ETFs which seek to provide investment results that match a negative return of the performance of an underlying index like the S&P 500® Index. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Value |
| Category Index | Russell 1000 Value 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 |
| Fund Owner Firm Name | First Trust |
| Prospectus Benchmark Index | |
| S&P 500 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Chris Peterson | 5.89 yrs |
| Daniel Lindquist | 5.89 yrs |
| David McGarel | 5.89 yrs |
| John Gambla | 5.89 yrs |
| Jon Erickson | 5.89 yrs |
| Rob Guttschow | 5.89 yrs |
| Roger Testin | 5.89 yrs |
| Timothy McCann | 5.89 yrs |
| Todd Larson | 5.89 yrs |
| Christopher Mutascio | 2.16 yrs |