CTEF
Castellan Targeted Equity ETF
📎 Investment Objective
The Castellan Targeted Equity ETF (CTEF) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of a proprietary index that tracks the investment results of a portfolio of U.S. equity securities.
Overview
ETF tracking Castellan Targeted Equity ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Castellan Targeted Equity ETF (CTEF) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of a proprietary index that tracks the investment results of a portfolio of U.S. equity securities.
🎯 Investment Strategy
The ETF uses a passive management (or index-tracking) strategy designed to track the performance of its underlying index. The index is composed of a portfolio of U.S. equity securities selected by the fund's investment advisor using a proprietary methodology.
✨ Key Features
- Passively managed index-tracking ETF
- Invests in a portfolio of U.S. equities selected using a proprietary methodology
- Low expense ratio of 0.00%
- Assets under management of $0 as of the latest reporting period
⚠️ Primary Risks
- Market risk: The value of the ETF's investments may decline due to general market conditions or other factors
- Tracking error risk: The ETF may not perfectly track the performance of its underlying index
- Concentration risk: The ETF's investments may be concentrated in a particular sector or group of sectors, which could increase the ETF's volatility
- Liquidity risk: The ETF may have difficulty buying or selling certain investments at an optimal time and price
👤 Best For
The Castellan Targeted Equity ETF may be suitable for investors seeking broad exposure to the U.S. equity market through a low-cost, passively managed fund. However, given the fund's small asset size and limited performance history, it may be more appropriate for investors with a higher risk tolerance and a longer investment horizon.