SAEF
Schwab Ariel Opportunities ETF
📎 Investment Objective
The Schwab Ariel Opportunities ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of small- and mid-cap stocks.
Overview
ETF tracking Schwab Ariel Opportunities ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Schwab Ariel Opportunities ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of small- and mid-cap stocks.
🎯 Investment Strategy
The fund invests primarily in equity securities of small- and mid-capitalization companies that the fund's investment adviser, Ariel Investments, LLC, believes are undervalued. The fund's portfolio is actively managed, with the goal of outperforming the Russell 2500 Index over the long term.
✨ Key Features
- Actively managed portfolio of small- and mid-cap stocks
- Focuses on undervalued companies with long-term growth potential
- Diversified across sectors and industries
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Risks associated with investing in small- and mid-cap stocks, which may be more volatile and less liquid than larger companies
- Potential for underperformance compared to the broader market or the fund's benchmark index
- Reliance on the investment manager's ability to identify and capitalize on undervalued companies
- Concentration risk if the fund's holdings are not sufficiently diversified
👤 Best For
The Schwab Ariel Opportunities ETF may be suitable for long-term investors seeking exposure to small- and mid-cap stocks with the potential for capital appreciation. Investors should have a higher risk tolerance and a long-term investment horizon to accommodate the volatility associated with this asset class.