WLDR

Affinity World Leaders Equity ETF

$36.42
+0.00%
Market closed. Last update: 10:54 PM ET

📎 Investment Objective

The Affinity World Leaders Equity ETF (WLDR) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Affinity World Leaders Equity Index.

Overview

ETF tracking Affinity World Leaders Equity ETF

Issuer Other
Inception Date 2018-01-17
Market Cap $49.2M
Average Volume N/A
Dividend Yield 11.22%
52-Week Range $25.38 - $37.56
VWAP $36.36

Performance

Loading performance data...

Price Chart

Investment Summary

📎 Investment Objective

The Affinity World Leaders Equity ETF (WLDR) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Affinity World Leaders Equity Index.

🎯 Investment Strategy

The ETF invests in a portfolio of equity securities that are included in the Affinity World Leaders Equity Index. The index is designed to measure the performance of large-capitalization companies across developed and emerging market countries that exhibit certain 'world leadership' characteristics.

✨ Key Features

  • Broad international equity exposure across developed and emerging markets
  • Focuses on large-cap companies with 'world leadership' characteristics
  • Passively managed to track the Affinity World Leaders Equity Index
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Equity market risk: The value of the ETF's holdings may decline due to general market and economic conditions
  • International investing risk: Exposure to foreign markets brings additional risks such as currency fluctuations and political/economic instability
  • Concentration risk: The ETF is concentrated in a relatively small number of large-cap 'world leader' companies
  • Tracking error risk: The ETF may not perfectly track its underlying index

👤 Best For

This ETF may be suitable for long-term investors seeking broad international equity exposure, with a focus on large, 'world leading' companies. It could be used as a core holding or to complement a diversified portfolio. Investors should be comfortable with the risks of equity and international investing.