SEPI
Shelton Equity Premium Income ETF
📎 Investment Objective
The Shelton Equity Premium Income ETF (SEPI) seeks to provide current income and long-term capital appreciation by investing in a portfolio of U.S. equities that the fund manager believes have the potential to generate above-average dividend income.
Overview
ETF tracking Shelton Equity Premium Income ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Shelton Equity Premium Income ETF (SEPI) seeks to provide current income and long-term capital appreciation by investing in a portfolio of U.S. equities that the fund manager believes have the potential to generate above-average dividend income.
🎯 Investment Strategy
SEPI aims to achieve its objective by investing primarily in a diversified portfolio of dividend-paying U.S. stocks. The fund's manager uses a value-oriented approach to identify companies that are undervalued but have the potential for dividend growth and capital appreciation.
✨ Key Features
- Focuses on dividend-paying U.S. equities with a value orientation
- Seeks to generate current income and long-term capital appreciation
- Actively managed by an experienced investment team
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Dividend risk: Companies may reduce or eliminate dividend payments, which could negatively impact the fund's income generation
- Sector concentration risk: The fund may have significant exposure to certain sectors, which could increase volatility
- Liquidity risk: Some of the fund's holdings may be less liquid, which could make them difficult to sell at desired prices
👤 Best For
SEPI may be suitable for investors seeking a source of current income and long-term capital growth, with a moderate risk tolerance. The fund's focus on dividend-paying value stocks may appeal to investors looking to generate income while also participating in the potential upside of the U.S. equity market.