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Amplius Aggressive Asset Allocation ETF

$27.05
+0.00%
Market closed. Last update: 10:55 PM ET

📎 Investment Objective

The Amplius Aggressive Asset Allocation ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of domestic and international equities, with a focus on growth-oriented assets.

Overview

ETF tracking Amplius Aggressive Asset Allocation ETF

Category Growth
Issuer Other
Inception Date 2025-07-16
Market Cap $238.8M
Average Volume N/A
Dividend Yield 0.18%
52-Week Range $25.02 - $27.47
VWAP $27.02

Performance

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Investment Summary

📎 Investment Objective

The Amplius Aggressive Asset Allocation ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of domestic and international equities, with a focus on growth-oriented assets.

🎯 Investment Strategy

The ETF aims to achieve its objective by allocating a significant portion of its assets to equity securities, including stocks of large-, mid-, and small-cap companies, as well as emerging market equities. The fund's portfolio is actively managed, with the goal of identifying and investing in companies with strong growth potential.

✨ Key Features

  • Aggressive growth-oriented investment strategy with a focus on equities
  • Diversified portfolio across domestic and international markets
  • Actively managed approach to security selection
  • Relatively high risk/return profile compared to more conservative asset allocation funds

⚠️ Primary Risks

  • Equity market risk: The fund's performance is closely tied to the overall stock market, and it may experience significant volatility
  • Concentration risk: The fund's heavy allocation to equities exposes it to the risks associated with this asset class
  • Emerging markets risk: Investments in emerging market countries may be subject to greater political, economic, and social instability
  • Active management risk: The fund's performance depends on the investment decisions made by the portfolio managers, which may not always be successful

👤 Best For

The Amplius Aggressive Asset Allocation ETF is best suited for investors with a high risk tolerance, a long-term investment horizon, and a focus on capital appreciation. This fund may be appropriate for investors who are willing to accept significant market volatility in exchange for the potential for higher returns over the long term.