DEFR
Aptus Deferred Income ETF
📎 Investment Objective
The Aptus Deferred Income ETF (DEFR) seeks to provide current income and capital appreciation by investing in a portfolio of U.S. equities that have the potential for deferred income.
Overview
ETF tracking Aptus Deferred Income ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Aptus Deferred Income ETF (DEFR) seeks to provide current income and capital appreciation by investing in a portfolio of U.S. equities that have the potential for deferred income.
🎯 Investment Strategy
The fund invests in a diversified portfolio of U.S. stocks that have historically paid dividends and have the potential for deferred income. The portfolio is actively managed to focus on companies with strong balance sheets, stable cash flows, and the ability to defer income payments to shareholders.
✨ Key Features
- Actively managed portfolio of U.S. equities with the potential for deferred income
- Emphasis on companies with strong financial profiles and stable cash flows
- Aims to provide current income and capital appreciation
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Equity risk: The fund is subject to the risks associated with investing in the stock market
- Concentration risk: The fund may be more susceptible to factors affecting a particular sector or industry
- Deferred income risk: The fund's performance may be impacted if companies are unable to defer income payments as expected
👤 Best For
The Aptus Deferred Income ETF may be suitable for investors seeking current income and capital appreciation, with a medium to long-term investment horizon. The fund's focus on companies with the potential for deferred income may appeal to investors looking to generate income while potentially benefiting from capital appreciation.