KOOL

North Shore Equity Rotation ETF

$12.58

+0.00%

Market closed. Last update: 10:51 PM ET

📎 Investment Objective

The North Shore Equity Rotation ETF (KOOL) seeks to provide exposure to a diversified portfolio of U.S. equities, with the goal of generating long-term capital appreciation by rotating between different market sectors.

Overview

ETF tracking North Shore Equity Rotation ETF

Category Sector Rotation

Issuer Other

Inception Date 2024-04-02

Market Cap $51.8M

Average Volume N/A

Dividend Yield 0.40%

52-Week Range $9.14 - $13.03

VWAP $12.56

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The fund employs a quantitative, rules-based approach to identify and invest in sectors that exhibit positive momentum and attractive valuations. The portfolio is actively rebalanced on a periodic basis to maintain the desired sector exposures.

✨ Key Features

Actively managed sector rotation strategy to capture market trends
Diversified exposure across U.S. equity sectors
Aims to provide risk-adjusted returns through dynamic sector allocation
Low expense ratio of 0.00%

⚠️ Primary Risks

Market risk: The value of the fund's holdings may decline due to general market conditions
Sector concentration risk: The fund's performance may be more volatile due to its focus on specific sectors
Momentum investing risk: The fund's strategy of investing in sectors with positive momentum may not always be successful
Rebalancing risk: The fund's periodic rebalancing may result in higher transaction costs and tax implications

👤 Best For

The North Shore Equity Rotation ETF may be suitable for investors seeking exposure to U.S. equities with the potential for enhanced returns through active sector rotation. This fund may be appropriate for investors with a medium to long-term investment horizon and a moderate risk tolerance.