CARK
CastleArk Large Growth ETF
📎 Investment Objective
The CastleArk Large Growth ETF (CARK) seeks to provide long-term capital appreciation by investing in a portfolio of large-capitalization growth stocks.
Overview
ETF tracking CastleArk Large Growth ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The CastleArk Large Growth ETF (CARK) seeks to provide long-term capital appreciation by investing in a portfolio of large-capitalization growth stocks.
🎯 Investment Strategy
The fund aims to achieve its objective by investing primarily in the stocks of large-capitalization companies that exhibit strong growth potential. The portfolio manager uses a fundamental, bottom-up approach to identify companies with sustainable competitive advantages, robust earnings growth, and attractive valuations.
✨ Key Features
- Focuses on large-cap growth stocks with the potential for capital appreciation
- Actively managed portfolio aiming to outperform the broader large-cap growth market
- Diversified across multiple sectors and industries to manage risk
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Concentration risk: The fund's performance may be more volatile due to its focus on a specific market segment
- Style risk: The fund's growth-oriented investment style may underperform in certain market environments
- Liquidity risk: The fund may have difficulty selling certain holdings, especially in times of market stress
👤 Best For
The CastleArk Large Growth ETF may be suitable for investors seeking long-term capital appreciation through exposure to a portfolio of large-cap growth stocks. Investors with a higher risk tolerance and a long-term investment horizon may find this fund appropriate as part of a diversified portfolio.