SWAN

Amplify BlackSwan Growth & Treasure Core ETF

$32.44

+0.00%

Market closed. Last update: 10:58 PM ET

📎 Investment Objective

The Amplify BlackSwan Growth & Treasury Core ETF (SWAN) seeks to provide exposure to large-cap U.S. stocks while also providing downside protection through a core position in U.S. Treasuries.

Overview

ETF tracking Amplify BlackSwan Growth & Treasure Core ETF

Category Growth

Issuer Other

Inception Date 2018-11-06

Market Cap $268.6M

Average Volume N/A

Dividend Yield 2.80%

52-Week Range $27.59 - $33.25

VWAP $32.42

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The Amplify BlackSwan Growth & Treasury Core ETF (SWAN) seeks to provide exposure to large-cap U.S. stocks while also providing downside protection through a core position in U.S. Treasuries.

🎯 Investment Strategy

SWAN invests in a portfolio of large-cap U.S. stocks and U.S. Treasuries. The equity allocation aims to provide growth potential, while the Treasury allocation is intended to help mitigate downside risk during market declines.

✨ Key Features

Balanced exposure to large-cap U.S. stocks and U.S. Treasuries
Seeks to provide growth potential with downside protection
Expense ratio of 0.00%
Relatively new fund with limited performance history

⚠️ Primary Risks

Market risk - The value of the fund's holdings may decline due to general market conditions
Interest rate risk - The value of the fund's Treasury holdings may decline as interest rates rise
Concentration risk - The fund's investments are concentrated in large-cap U.S. stocks and Treasuries
Lack of performance history - With limited track record, past performance may not be indicative of future results

👤 Best For

SWAN may be suitable for investors seeking growth potential with some downside protection, particularly those with a moderate risk tolerance and a long-term investment horizon. However, the fund's limited performance history means investors should carefully consider the risks before investing.