WEEI

📎 Investment Objective

The Westwood Salient Enhanced Energy Income ETF (WEEI) seeks to provide high current income and long-term capital appreciation by investing primarily in energy-related companies.

✨ Key Features

• Focuses on the energy sector, which includes companies involved in the exploration, production, refining, and distribution of oil, gas, and other energy-related products
• Utilizes an active management approach to construct a diversified portfolio of energy-related securities
• Aims to provide high current income and the potential for long-term capital appreciation
• Expense ratio of 0.00%, making it a low-cost option for energy sector exposure

⚠️ Primary Risks

• Concentration risk, as the fund is focused on the energy sector and may be more volatile than a more diversified fund
• Commodity price risk, as the performance of energy-related companies is closely tied to the prices of oil, natural gas, and other commodities
• Regulatory risk, as the energy sector is subject to extensive government regulations and policies that can impact company operations and profitability
• Liquidity risk, as some energy-related securities, particularly MLPs, may have lower trading volumes and be less liquid than other asset classes

👤 Best For

The Westwood Salient Enhanced Energy Income ETF may be suitable for investors seeking exposure to the energy sector, with a focus on generating high current income and the potential for long-term capital appreciation. Investors should have a higher risk tolerance and a longer-term investment horizon, as the fund's performance may be more volatile than a more diversified fund.