SGRT

SMART Earnings Growth 30 ETF

$23.76

+0.00%

Market closed. Last update: 10:53 PM ET

📎 Investment Objective

The SMART Earnings Growth 30 ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the SMART Earnings Growth 30 Index.

Overview

ETF tracking SMART Earnings Growth 30 ETF

Category Growth

Issuer Other

Inception Date 2025-08-20

Market Cap $10.7M

Average Volume N/A

Dividend Yield N/A

52-Week Range $20.00 - $26.42

VWAP $23.84

Performance

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Investment Summary

📎 Investment Objective

The SMART Earnings Growth 30 ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the SMART Earnings Growth 30 Index.

🎯 Investment Strategy

The fund invests in a portfolio of 30 stocks selected from the S&P 500 Index based on their expected earnings growth potential. The portfolio is rebalanced quarterly to maintain exposure to the 30 stocks with the highest expected earnings growth.

✨ Key Features

Focuses on stocks with strong expected earnings growth potential
Diversified portfolio of 30 large-cap U.S. stocks
Quarterly rebalancing to maintain exposure to top growth stocks
Low expense ratio of 0.00%

⚠️ Primary Risks

Equity market risk: The value of the stocks held by the fund may decline due to general market and economic conditions
Concentration risk: The fund's performance is dependent on a relatively small number of holdings
Rebalancing risk: The quarterly rebalancing may not capture the optimal growth stocks at all times
Lack of performance history: As a new fund, there is limited data on long-term returns and volatility

👤 Best For

The SMART Earnings Growth 30 ETF may be suitable for investors seeking exposure to a portfolio of large-cap U.S. stocks with strong earnings growth potential as part of a diversified investment strategy. However, due to the fund's limited performance history, it may be more appropriate for investors with a higher risk tolerance and a longer investment horizon.