BLUX

Bluemonte Dynamic Total Market ETF

$27.32

+0.00%

Market closed. Last update: 10:57 PM ET

📎 Investment Objective

The Bluemonte Dynamic Total Market ETF (BLUX) seeks to provide exposure to a diversified portfolio of innovative companies across various sectors and market capitalizations.

Overview

ETF tracking Bluemonte Dynamic Total Market ETF

Category Innovation

Issuer Other

Inception Date 2025-06-23

Market Cap $356.1M

Average Volume N/A

Dividend Yield 0.43%

52-Week Range $25.27 - $28.18

VWAP $27.36

Performance

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Investment Summary

📎 Investment Objective

The Bluemonte Dynamic Total Market ETF (BLUX) seeks to provide exposure to a diversified portfolio of innovative companies across various sectors and market capitalizations.

🎯 Investment Strategy

BLUX aims to achieve its objective by investing in a dynamic mix of stocks, bonds, and other securities that the fund's managers believe have the potential for long-term growth and capital appreciation. The fund's portfolio is actively managed and may shift its allocations based on market conditions and the managers' assessment of opportunities.

✨ Key Features

Actively managed portfolio with a focus on innovative companies
Diversified exposure across sectors and market caps
Flexible allocation strategy to adapt to changing market environments
Low expense ratio of 0.00%

⚠️ Primary Risks

Market risk: The value of the fund's holdings may fluctuate due to general market conditions
Sector/industry concentration risk: The fund's performance may be more volatile if it is heavily concentrated in certain sectors or industries
Liquidity risk: Some of the fund's holdings may be difficult to sell, which could affect the fund's ability to meet redemption requests
Management risk: The fund's performance depends on the skill and decisions of the portfolio managers

👤 Best For

The Bluemonte Dynamic Total Market ETF may be suitable for investors seeking long-term capital growth through exposure to innovative companies, and who are comfortable with the higher risk and volatility associated with an actively managed, diversified portfolio.