DEMZ
The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF
📎 Investment Objective
The DEMZ ETF seeks to provide investment results that correspond generally to the performance of the Democratic Large Cap Core Index, which is designed to track the performance of large-capitalization U.S. companies that are aligned with Democratic party values and policies.
Overview
ETF tracking The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The DEMZ ETF seeks to provide investment results that correspond generally to the performance of the Democratic Large Cap Core Index, which is designed to track the performance of large-capitalization U.S. companies that are aligned with Democratic party values and policies.
🎯 Investment Strategy
The fund employs a passive management (or index-tracking) investment approach, attempting to track the performance of the underlying index. The index is constructed using a rules-based methodology that selects and weights companies based on their alignment with Democratic party policy positions.
✨ Key Features
- Tracks an index of large-cap U.S. companies aligned with Democratic party values
- Passively managed to replicate the performance of the underlying index
- Relatively low expense ratio of 0.00%
- Limited performance history due to recent fund launch
⚠️ Primary Risks
- Concentration risk as the fund is focused on a specific political ideology
- Potential for underperformance compared to the broader market if the underlying index methodology does not prove effective
- Limited liquidity and trading volume due to small asset size
- Lack of long-term performance history to evaluate the fund's effectiveness
👤 Best For
This ETF may be suitable for investors seeking exposure to large-cap U.S. equities that align with Democratic party values, as part of a diversified portfolio. However, the fund's limited history and narrow focus make it a higher-risk investment that may not be appropriate for all investors.