ESUM

Eventide US Market ETF

$27.03

+0.00%

Market closed. Last update: 10:54 PM ET

📎 Investment Objective

The Eventide US Market ETF (ESUM) seeks to provide long-term capital appreciation by investing in a portfolio of innovative U.S. companies across various sectors.

Overview

ETF tracking Eventide US Market ETF

Category Innovation

Issuer Other

Inception Date 2024-12-18

Market Cap $110.8M

Average Volume N/A

Dividend Yield 0.17%

52-Week Range $26.46 - $27.77

VWAP $27.05

Performance

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Investment Summary

📎 Investment Objective

The Eventide US Market ETF (ESUM) seeks to provide long-term capital appreciation by investing in a portfolio of innovative U.S. companies across various sectors.

🎯 Investment Strategy

The fund aims to identify and invest in companies that the Adviser believes are positioned to benefit from innovation, technological advancements, and positive social impact. The portfolio is actively managed and diversified across different industries.

✨ Key Features

Focuses on innovative U.S. companies with potential for long-term growth
Actively managed portfolio seeking to identify emerging trends and opportunities
Diversified across sectors to manage risk
Relatively new fund with limited performance history

⚠️ Primary Risks

Equity market risk: The value of the fund's holdings may decline due to general market conditions
Sector concentration risk: The fund's focus on innovative companies may result in higher volatility
Active management risk: The fund's performance depends on the investment decisions of the portfolio manager
Limited track record: As a new fund, ESUM has a limited performance history to evaluate

👤 Best For

The Eventide US Market ETF may be suitable for long-term investors seeking exposure to innovative U.S. companies with the potential for capital appreciation. However, due to the fund's limited track record and focus on emerging trends, it may be more appropriate for investors with a higher risk tolerance and a longer investment horizon.