TAX
Cambria Tax Aware ETF
$27.91
+0.00%
Market closed. Last update: 10:56 PM ET
📎 Investment Objective
The Cambria Tax Aware ETF (TAX) seeks to provide tax-efficient exposure to global equity markets.
Overview
ETF tracking Cambria Tax Aware ETF
Category Other
Issuer Other
Inception Date 2024-12-18
Market Cap $31.0M
Average Volume N/A
Dividend Yield 0.20%
52-Week Range $20.72 - $28.58
VWAP $27.79
Performance
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Investment Summary
📎 Investment Objective
The Cambria Tax Aware ETF (TAX) seeks to provide tax-efficient exposure to global equity markets.
🎯 Investment Strategy
The fund invests in a diversified portfolio of global stocks and aims to minimize realized capital gains distributions, which can help reduce the tax burden for investors.
✨ Key Features
- Globally diversified equity exposure with a focus on tax efficiency
- Utilizes tax-loss harvesting and other strategies to minimize realized capital gains
- Low 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
- Equity risk: The fund is subject to the risks associated with investing in global equity markets
- Tax-related risks: While the fund aims to be tax-efficient, there is no guarantee that it will be able to fully eliminate capital gains distributions
- Limited track record: As a new fund, it has a limited performance history for investors to evaluate
👤 Best For
The Cambria Tax Aware ETF may be suitable for long-term investors seeking global equity exposure with a focus on tax efficiency. It may be particularly appealing to investors in high tax brackets who are looking to minimize their tax burden from investment gains.