MSMR
McElhenny Sheffield Managed Risk ETF
📎 Investment Objective
The McElhenny Sheffield Managed Risk ETF (MSMR) seeks to provide investors with exposure to a diversified portfolio of assets while aiming to manage overall portfolio risk.
Overview
ETF tracking McElhenny Sheffield Managed Risk ETF
Performance
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Investment Summary
📎 Investment Objective
The McElhenny Sheffield Managed Risk ETF (MSMR) seeks to provide investors with exposure to a diversified portfolio of assets while aiming to manage overall portfolio risk.
🎯 Investment Strategy
The ETF utilizes a multi-asset, risk-managed approach that aims to dynamically allocate across various asset classes including equities, fixed income, and alternatives. The fund's managers employ quantitative models and risk management techniques to adjust exposures based on market conditions in an effort to mitigate downside risk.
✨ Key Features
- Multi-asset portfolio providing broad market exposure
- Dynamic asset allocation based on risk management models
- Aims to manage overall portfolio volatility and drawdowns
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk - The value of the fund's holdings may decline due to general market conditions
- Allocation risk - The fund's asset allocation may not be optimal for prevailing market environments
- Model risk - The fund's risk management models may not perform as expected
- Liquidity risk - Some portfolio holdings may be difficult to sell at an advantageous time or price
👤 Best For
The MSMR ETF may be suitable for investors seeking broad market exposure with a focus on risk management. It could be appropriate as a core portfolio holding or as a complement to more aggressive growth-oriented investments. Investors with a moderate risk tolerance and a long-term investment horizon may find this fund's approach appealing.