MGMT
Ballast Small/Mid Cap ETF
📎 Investment Objective
The Ballast Small/Mid Cap ETF seeks to provide investment results that correspond generally to the performance of small and mid-sized U.S. companies.
Overview
ETF tracking Ballast Small/Mid Cap ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Ballast Small/Mid Cap ETF seeks to provide investment results that correspond generally to the performance of small and mid-sized U.S. companies.
🎯 Investment Strategy
The ETF invests in a portfolio of stocks that are designed to track the performance of the Russell 2500 Index, which measures the performance of the small and mid-cap segment of the U.S. equity universe.
✨ Key Features
- Exposure to a diversified portfolio of small and mid-cap U.S. stocks
- Passively managed to track the Russell 2500 Index
- Low expense ratio of 0.00%
- Suitable for investors seeking broad exposure to the small and mid-cap equity market
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions
- Concentration risk: The ETF's performance may be more volatile due to its focus on small and mid-cap stocks
- Liquidity risk: Small and mid-cap stocks may be less liquid than large-cap stocks, which could affect the ETF's ability to sell holdings
- Tracking error risk: The ETF may not perfectly track the performance of the underlying index
👤 Best For
The Ballast Small/Mid Cap ETF may be suitable for investors seeking long-term capital appreciation and exposure to the small and mid-cap segment of the U.S. equity market. It may be appropriate for investors with a moderate to high risk tolerance and a long-term investment horizon.