STXV

Strive 1000 Value ETF

$32.60
+0.00%
Market closed. Last update: 11:45 PM ET

📎 Investment Objective

The Strive 1000 Value ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Strive 1000 Value Index, which is designed to track the performance of large-capitalization value stocks.

Overview

ETF tracking Strive 1000 Value ETF

Category Value
Issuer Other
Inception Date 2024-01-09
Market Cap $68.8M
Average Volume N/A
Dividend Yield 2.45%
52-Week Range $26.93 - $32.93
VWAP $32.55

Performance

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Investment Summary

📎 Investment Objective

The Strive 1000 Value ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Strive 1000 Value Index, which is designed to track the performance of large-capitalization value stocks.

🎯 Investment Strategy

The ETF employs a passive management (or index-tracking) investment approach, attempting to track the performance of the underlying index. The index is composed of large-cap U.S. stocks that exhibit value characteristics.

✨ Key Features

  • Passively managed index-tracking ETF focused on large-cap U.S. value stocks
  • Aims to provide exposure to a diversified portfolio of undervalued companies
  • Low expense ratio of 0.00%
  • Relatively new fund with limited performance history

⚠️ Primary Risks

  • Market risk: The value of the ETF's holdings may decline due to general market and economic conditions
  • Sector concentration risk: The ETF may be more susceptible to factors affecting a particular sector
  • Value investing risk: Value stocks may perform differently from the market as a whole and following a value-oriented investment strategy may not achieve the desired results
  • Lack of track record: As a new fund, the ETF has limited performance history to evaluate

👤 Best For

The Strive 1000 Value ETF may be suitable for long-term investors seeking exposure to a diversified portfolio of large-cap U.S. value stocks as part of a broader investment strategy. Investors should be comfortable with the risks associated with value investing and the potential for short-term volatility.