KNOWFundamentals First ETF
The fund’s investment strategy is a long-only, long-term approach as it seeks to buy and hold its investments, provided that such investments meet the investment criteria used by the fund’s adviser. The fund will primarily invest in publicly-traded equity securities and fixed income securities. Equity securities include common stock and American Depositary Receipts (ADRs), both sponsored and unsponsored, and may be made in companies of any market capitalization, industry or geographical location including foreign and emerging market countries.
Mason Capital Partners · Since 2024 (2 years)
1.09%
#4944 out of 5,332 ETFs
$6M
#4728 out of 5,332 ETFs
1.44%
2 years
#3538 out of 5,332 ETFs
Performance
1 Year
+24.7%
3 Years
N/A
5 Years
N/A
What's inside
Asset allocation
Sector breakdown
Top holdings
Risk profile
10.0%
Moderate
-16.0%
Worst peak-to-trough loss
N/A
N/A
Bond profile
Duration
4.2 years
Credit ratings
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Data updated on 2026-05-05