SHUS

📎 Investment Objective

The Stratified LargeCap Hedged ETF (SHUS) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of large-capitalization U.S. equities, while seeking to mitigate downside risk through the use of hedging strategies.

✨ Key Features

• Exposure to a diversified portfolio of large-cap U.S. equities
• Employs hedging strategies to help mitigate downside risk
• Aims to provide equity-like returns with lower volatility than the broader large-cap market
• Suitable for investors seeking long-term capital appreciation with reduced risk

⚠️ Primary Risks

• Market risk: The value of the fund's holdings may decline due to general market conditions or other factors
• Hedging risk: The hedging strategies employed may not be effective in reducing volatility or protecting against losses
• Liquidity risk: The fund may have difficulty buying or selling certain investments, particularly during times of market stress
• Concentration risk: The fund's focus on large-cap stocks may result in less diversification and higher risk than a more broadly diversified fund

👤 Best For

The Stratified LargeCap Hedged ETF (SHUS) may be suitable for long-term investors who are seeking exposure to large-cap U.S. equities with the potential for reduced downside risk. This fund may be appropriate for investors with a moderate to high risk tolerance who are willing to accept the tradeoffs between equity-like returns and lower volatility.