CVSMCresAlta Small and Mid-Cap ETF
Seeks long-term capital appreciation and income generation.
Annual Cost
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Fund Size
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Dividend Yield
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Track Record
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What's inside
Asset class
Region
Strategy
active selection
Cap
smid
Fund details
- Where to buy
- NYSE Arca
- Objective
- Seeks long-term capital appreciation and income generation.
- Strategy
- Actively manages an ETF investing at least 80% of assets in equity securities of SMID companies, defined as those within the Russell 2500 Index. The Adviser screens over 2,500 companies for financial strength and attractive valuations, selecting 40-60 across sectors while avoiding concentration. Utilizes forensic accounting to assess cash flows and balance sheets, considering both positive and negative catalysts in investment decisions. May sell securities based on changes in strategy or fundamental prospects.
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Next steps
Data updated on 2026-05-26