TERM : EquityCompass Tactical Risk Manager ETF

TERM is a US Stocks Market Large Value with MODERATE fees.

TERM

EquityCompass Tactical Risk Manager ETF

FI Score

38 /100

Diversification Rating

5 /10

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

0 /10

Category Score

8 /10

Market Size

0 /10

38% FI Score
  • term
  • ETF
  • US Stocks
  • Large Value

EquityCompass Tactical Risk Manager ETF

Expenses: 0.73% (Better than 1% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

Fund Summary

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. The fund is non-diversified.

Largest Holdings

Amount Holding
0.58% Raytheon Technologies Corporation
0.51% AbbVie Inc
0.51% DISH Network Corporation
0.49% Paycom Software, Inc
0.49% PayPal Holdings, Inc
0.48% Fortune Brands Home & Security, Inc
0.48% Lincoln National Corporation
0.47% Lowe's Companies, Inc
0.46% Abiomed, Inc
0.46% DuPont de Nemours, Inc

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