KLDWAXS Knowledge Leaders ETF

Grow my money#1981 of 2944 for Grow my money

Seeks long-term capital appreciation.

Knowledge Leaders Capital · Since 2015 (10 years)

Annual Cost

0.78%

#3732 out of 5,332 ETFs

Fund Size

$134M

#2471 out of 5,332 ETFs

Dividend Yield

1.21%

Track Record

10 years

#1324 out of 5,332 ETFs

Performance

1 Year

+22.5%

3 Years

+13.2%

5 Years

+5.2%

What's inside

Asset class

equity

Strategy

active selection

Cap

small

Focus

General Innovation

Asset allocation

Stocks

97.3%

Cash

2.6%

Sector breakdown

Industrials

25.6%

Technology

24.8%

Healthcare

14.2%

Consumer Cyclical

12.4%

Basic Materials

8.1%

Consumer Defensive

7.1%

Communication

4.0%

Financial Services

1.6%

Other

2.1%

Top holdings

Amphenol Corp Class AAPH1.7%

Atlas Copco AB Class AATCO-A.ST1.6%

Groupe Bruxelles Lambert SAGBLB.BR1.6%

Kao Corp4452.T1.6%

Harvey Norman Holdings LtdHVN.AX1.5%

Sanwa Holdings Corp5929.T1.5%

NS Solutions Corp2327.T1.5%

Aristocrat Leisure LtdALL.AX1.4%

Volvo AB Class BVOLV B1.4%

Analog Devices IncADI1.4%

Risk profile

Volatility (1Y)

12.0%

Moderate

Max drawdown

-34.1%

Worst peak-to-trough loss

Sharpe (3Y)

0.72

Decent risk-adjusted returns

Sortino (3Y)

1.06

Good downside protection

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