BLGR

Bluemonte Large Cap Growth ETF

$28.81
+0.00%
Market closed. Last update: 10:51 PM ET

📎 Investment Objective

The Bluemonte Large Cap Growth ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Bluemonte Large Cap Growth Index.

Overview

ETF tracking Bluemonte Large Cap Growth ETF

Category Large Cap
Issuer Other
Inception Date 2025-06-23
Market Cap $186.2M
Average Volume N/A
Dividend Yield 0.16%
52-Week Range $25.26 - $30.00
VWAP $28.89

Performance

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Investment Summary

📎 Investment Objective

The Bluemonte Large Cap Growth ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Bluemonte Large Cap Growth Index.

🎯 Investment Strategy

The ETF employs a passive management (or index-tracking) investment approach, attempting to track the performance of the underlying index. The index is designed to measure the performance of large-capitalization growth stocks.

✨ Key Features

  • Broad exposure to large-cap U.S. growth stocks
  • Passively managed to track the Bluemonte Large Cap Growth Index
  • Low expense ratio of 0.00%
  • Suitable for investors seeking core large-cap growth exposure

⚠️ Primary Risks

  • Market risk: The value of the ETF's holdings may decline due to general market conditions
  • Concentration risk: The ETF's performance may be more volatile due to its focus on large-cap growth stocks
  • Tracking error risk: The ETF may not perfectly track the underlying index
  • Liquidity risk: In certain market conditions, it may be difficult to buy or sell shares

👤 Best For

The Bluemonte Large Cap Growth ETF may be suitable for investors seeking broad exposure to large-cap U.S. growth stocks as part of a diversified portfolio. It may be appropriate for investors with a long-term investment horizon and a moderate to high risk tolerance.