SMCO

Hilton Small-MidCap Opportunity ETF

$26.25
+0.00%
Market closed. Last update: 10:54 PM ET

📎 Investment Objective

The Hilton Small-MidCap Opportunity ETF (SMCO) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Hilton Small-MidCap Opportunity Index.

Overview

ETF tracking Hilton Small-MidCap Opportunity ETF

Category Mid Cap
Issuer Other
Inception Date 2023-11-29
Market Cap $120.7M
Average Volume N/A
Dividend Yield 0.45%
52-Week Range $21.05 - $27.63
VWAP $26.15

Performance

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Investment Summary

📎 Investment Objective

The Hilton Small-MidCap Opportunity ETF (SMCO) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Hilton Small-MidCap Opportunity Index.

🎯 Investment Strategy

The ETF invests primarily in a portfolio of small and mid-capitalization U.S. equities that the index provider believes have the potential for capital appreciation. The fund uses a passive, indexing approach to track the performance of the underlying index.

✨ Key Features

  • Focuses on small and mid-cap U.S. stocks with growth potential
  • Passively tracks the Hilton Small-MidCap Opportunity Index
  • Low expense ratio of 0.00%
  • Relatively new fund with limited performance history

⚠️ Primary Risks

  • Exposure to small and mid-cap stocks, which may be more volatile than large-cap stocks
  • Potential for higher risk and lower liquidity compared to broad market indexes
  • Tracking error risk as the fund may not perfectly replicate the performance of the underlying index
  • Limited performance history makes it difficult to evaluate long-term returns

👤 Best For

The Hilton Small-MidCap Opportunity ETF may be suitable for investors seeking exposure to small and mid-cap U.S. equities as part of a diversified portfolio, and who have a higher risk tolerance and a longer investment horizon to potentially benefit from the growth potential of these companies.