LENDAmplify CrowdBureau(R) Online Lending and Digital Banking ETF

Grow my money31y track recordRanked #969 of 3,016 in this goal

Seeks investment results that generally correspond to the price and yield of the CrowdBureau® P2P Online Lending and Digital Banking Index.

By SEI Investments Co · Launched 1995

Annual Cost

0.65%

#3,480 of 5,942 · average

Fund Size

$1.0B

#1,123 of 5,942 · large

Return (1Y)Goal

+107.3%

Track Record

31 years

#15 of 5,942 · established

Performance

Total-return NAV · USD

Growth of $10,000

$10,075+0.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Index tracking

Sector

Financials

Index tracked

CrowdBureau P2P Online Lending and Digital Banking Index

What it actually holds

By weight

Concentration

Top 1 holdings = 4.9% of fund✓ well diversified

SEI Government Institutional (SDIT)SEOXX

4.9%

Asset allocation

Bonds

88.3%

Cash

8.2%

Stocks

1.7%

Convertible

1.2%

Preferred

0.7%

By sector

Energy

57.9%

Real Estate

13.6%

Communication

12.8%

Industrials

10.8%

Technology

3.6%

Healthcare

1.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

61.4%High

Year-on-year price swings

Max drawdown

-57.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks investment results that generally correspond to the price and yield of the CrowdBureau® P2P Online Lending and Digital Banking Index.
Strategy: Employs a passive management investment strategy, investing at least 80% of total assets in U.S.-listed equity securities of online lending and digital banking companies. The Fund attempts to replicate the performance of the CrowdBureau® P2P Online Lending and Digital Banking Index, which includes small, mid, and large capitalization issuers, with significant exposure to U.S. and Chinese companies.
Inception date: January 11, 1995
Fund family: SEI Investments Co