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
large
Fund details
- Where to buy
- NYSE Arca
- Objective
- Seeks total returns.
- Strategy
- Actively managed ETF investing primarily in equity securities selected using a proprietary Must Have Portfolio framework. Identifies companies positioned to benefit from long-term structural changes across multiple sectors. Employs a multi-step process including theme screening, linkage analysis, and security selection, focusing on companies with strong leadership, must-have products, and identifiable catalysts for value creation. Portfolio generally consists of 15 to 30 large-cap equity securities, rebalanced at least three times per year.
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Next steps
Data updated on 2026-05-30