ARS Core Equity Portfolio ETF ACEP Strategy
Strategy
The investment seeks to achieve long-term growth of capital and generate current income. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities or ETFs that provide exposure to equity securities. For purposes of the fund’s 80% policy, the managers define equity securities as common stock or securities with similar characteristics, including American Depositary Receipts (“ADRs”). The fund is non-diversified.
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Investment Status
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Morningstar Rating for Funds
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Minimum Initial Investment
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1-Year Net Flow
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ACEP
| ARS Core Equity Portfolio ETF | ETF | Open | — | — | $100.62M | 0.450% | — | — | — |