BRIF

FIS Bright Portfolios Focused Equity ETF

$30.50
+0.00%
Market closed. Last update: 10:57 PM ET

📎 Investment Objective

The FIS Bright Portfolios Focused Equity ETF (BRIF) seeks to provide long-term capital appreciation by investing in a concentrated portfolio of U.S. equities that the fund's managers believe have strong growth potential.

Overview

ETF tracking FIS Bright Portfolios Focused Equity ETF

Category Other
Issuer Other
Inception Date 2024-12-20
Market Cap $101.0M
Average Volume N/A
Dividend Yield 0.03%
52-Week Range $22.11 - $30.82
VWAP $30.61

Performance

Loading performance data...

Price Chart

Investment Summary

📎 Investment Objective

The FIS Bright Portfolios Focused Equity ETF (BRIF) seeks to provide long-term capital appreciation by investing in a concentrated portfolio of U.S. equities that the fund's managers believe have strong growth potential.

🎯 Investment Strategy

BRIF invests primarily in the common stocks of 30-50 U.S. companies across various sectors. The fund's managers use fundamental analysis to identify companies they believe are well-positioned for growth, with a focus on factors such as strong management, competitive advantages, and attractive valuations.

✨ Key Features

  • Concentrated portfolio of 30-50 U.S. stocks
  • Actively managed strategy that aims to identify high-growth companies
  • No investment minimum and daily liquidity
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Concentration risk as the fund holds a limited number of securities
  • Potential for higher volatility compared to broader market indexes
  • Reliance on the fund manager's ability to select successful investments
  • Lack of performance history to evaluate long-term returns

👤 Best For

BRIF may be suitable for investors seeking exposure to a focused portfolio of U.S. growth stocks, with a higher risk tolerance and a long-term investment horizon. Due to the concentrated nature of the fund, it is generally recommended as a satellite or complementary holding within a diversified investment portfolio.