EAGL
Eagle Capital Select Equity ETF
📎 Investment Objective
The Eagle Capital Select Equity ETF seeks to provide investment results that correspond generally to the performance of the Eagle Capital Select Equity Index, which is designed to track the performance of a portfolio of U.S. large-cap equities.
Overview
ETF tracking Eagle Capital Select Equity ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Eagle Capital Select Equity ETF seeks to provide investment results that correspond generally to the performance of the Eagle Capital Select Equity Index, which is designed to track the performance of a portfolio of U.S. large-cap equities.
🎯 Investment Strategy
The ETF invests in a portfolio of U.S. large-cap stocks that are selected by Eagle Capital Management based on their fundamental analysis and valuation metrics. The fund aims to provide exposure to a diversified portfolio of high-quality, undervalued companies with strong growth potential.
✨ Key Features
- Focuses on U.S. large-cap stocks selected for their fundamental strength and attractive valuations
- Actively managed portfolio aiming to outperform the broader U.S. large-cap equity market
- Low expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ 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 individual equity securities
- Concentration risk: The fund's performance may be more volatile due to its focus on a limited number of stocks
- Lack of track record: As a new fund, it has a limited performance history to evaluate
👤 Best For
The Eagle Capital Select Equity ETF may be suitable for long-term investors seeking exposure to a portfolio of high-quality, undervalued U.S. large-cap stocks with the potential for capital appreciation. However, due to the fund's limited performance history, it may be more appropriate for investors with a higher risk tolerance and a longer investment horizon.