ABCS

Alpha Blue Capital US Small-Mid Cap Dynamic ETF

$29.41
+0.00%
Market closed. Last update: 10:49 PM ET

📎 Investment Objective

The Alpha Blue Capital US Small-Mid Cap Dynamic ETF (ABCS) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Alpha Blue US Small-Mid Cap Dynamic Index.

Overview

ETF tracking Alpha Blue Capital US Small-Mid Cap Dynamic ETF

Category Mid Cap
Issuer Other
Inception Date 2023-12-20
Market Cap $10.6M
Average Volume N/A
Dividend Yield 1.39%
52-Week Range $24.29 - $30.78
VWAP $29.29

Performance

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Investment Summary

📎 Investment Objective

The Alpha Blue Capital US Small-Mid Cap Dynamic ETF (ABCS) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Alpha Blue US Small-Mid Cap Dynamic Index.

🎯 Investment Strategy

The ETF employs a passive management (or index-tracking) strategy designed to track the performance of the underlying index. The index is composed of small and mid-capitalization U.S. equities that are selected and weighted based on a proprietary methodology aimed at capturing dynamic market trends.

✨ Key Features

  • Exposure to a diversified portfolio of small and mid-cap U.S. stocks
  • Utilizes a dynamic index methodology to potentially capture market trends
  • Low expense ratio of 0.00%
  • Suitable for investors seeking broad exposure to the small-mid cap segment of the U.S. equity market

⚠️ Primary Risks

  • Market risk: The value of the ETF's holdings may decline due to general market conditions or other factors
  • Concentration risk: The ETF's performance may be more volatile due to its focus on the small-mid cap segment
  • Index tracking risk: The ETF may not perfectly replicate the performance of the underlying index
  • Liquidity risk: Shares of the ETF may trade at prices significantly different from the ETF's net asset value

👤 Best For

This ETF may be suitable for investors seeking broad exposure to the small and mid-capitalization segment of the U.S. equity market, with the potential to capture dynamic market trends. It may be appropriate as a core or satellite holding in a diversified portfolio, particularly for investors with a medium to long-term investment horizon and a moderate risk tolerance.