GIAX

Nicholas Global Equity and Income ETF

$17.05

+0.00%

Market closed. Last update: 10:57 PM ET

📎 Investment Objective

The Nicholas Global Equity and Income ETF (GIAX) seeks to provide current income and long-term capital appreciation by investing in a diversified portfolio of global equity and fixed income securities.

Overview

ETF tracking Nicholas Global Equity and Income ETF

Category International

Issuer Other

Inception Date 2024-07-30

Market Cap $69.1M

Average Volume N/A

Dividend Yield 20.91%

52-Week Range $14.66 - $20.05

VWAP $17.13

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The fund invests primarily in a mix of global stocks and bonds, seeking to balance growth potential from equities with income generation from fixed income. The portfolio is actively managed, with the goal of identifying undervalued securities across developed and emerging markets.

✨ Key Features

Diversified global exposure across stocks and bonds
Active management approach to security selection
Emphasis on generating both current income and long-term capital growth
Low expense ratio of 0.00%

⚠️ Primary Risks

Equity market risk: The fund's stock holdings are subject to fluctuations in the global equity markets
Interest rate risk: The fund's bond holdings may decline in value when interest rates rise
Currency risk: Investments in non-U.S. securities are subject to fluctuations in foreign exchange rates
Emerging markets risk: Investments in developing countries may be more volatile and less liquid

👤 Best For

The Nicholas Global Equity and Income ETF may be suitable for investors seeking a balanced, global portfolio that provides both current income and long-term capital appreciation. It may be particularly appealing to those with a moderate risk tolerance who want exposure to a diversified mix of global stocks and bonds.