7 min readBy Beqa Bumbeishvili ETF Insider
How does the JHMM ETF work?
The JHMM ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
The FDG fund's issuer employs an active investment approach, focusing on early and rapid stage growth companies with potential for increased value. The fund's management prioritizes fundamental analysis of individual companies over economic forecasts, aiming to capitalize on growth in earnings, revenues, and cash flow. With a preference for U.S. exchange-listed common stocks and ADRs, the issuer emphasizes a concentrated portfolio of 30 to 45 securities and may consider ESG factors while making investment decisions. The fund's strategy, centered on growth and momentum relative to the Russell 1000 Growth Index, drives active trading and potential capital gains distribution.
The FDG DIVIDEND fund is an actively managed exchange-traded fund (ETF) that focuses on identifying liquid stocks of early and rapid-stage growth companies with the potential to increase in value over time. The investment decisions are primarily based on fundamental analysis of individual companies rather than broad economic forecasts. While the fund seeks growth through factors such as earnings, revenues, and cash flow, it may also consider environmental, social, and governance (ESG) data in investment decisions. The fund may invest in U.S. exchange-listed common stocks and American Depositary Receipts (ADRs) to gain exposure to foreign securities. However, it may actively trade its portfolio, incurring higher transaction costs and potential capital gains distributions.
The FDG Tracking fund employs an active investment approach centered on fundamental analysis to identify early and rapid stage growth companies expected to appreciate over time. The portfolio managers prioritize analyzing individual companies' fundamentals, including earnings, revenues, and cash flow, as they believe stock price movements align with growth in these areas. The fund primarily invests in U.S. exchange-listed stocks and ADRs, utilizing ADRs to gain exposure to foreign securities while closely tracking them. The managers may consider environmental, social, and governance (ESG) data alongside other factors, aiming to hold securities of companies exhibiting accelerated growth rates relative to benchmarks such as the Russell 1000 Growth Index. Please note that the fund's active trading strategy may impact costs and performance, potentially leading to capital gains distribution.
The American Century Focused Dynamic Growth ETF (FDG) is an actively managed fund that primarily focuses on U.S. large-cap growth equities. Managed by a team at American Century Investments, the fund aims to invest in liquid stocks of early and rapid-stage growth companies based on fundamental analysis rather than broad economic forecasts. The fund's correlation with its benchmark, the Russell 1000 Growth Index, and other market indices may vary due to its active management strategy and focus on a relatively limited number of companies, generally ranging from 30 to 45 securities.
The FDG Sector is an actively managed exchange-traded fund (ETF) with a focus on early and rapid stage growth companies. The fund's portfolio managers employ fundamental analysis and growth metrics to select 30 to 45 securities primarily from U.S. exchange-listed common stocks and ADRs, aiming to capture companies exhibiting accelerated earnings, revenue, and cash flow growth relative to the Russell 1000 Growth Index.
Active Growth Investing in US Equities and ADRs. Our actively managed exchange-traded fund (ETF) focuses on early and rapid stage growth companies with strong potential for increased value. We invest primarily in U.S. exchange-listed stocks and American Depositary Receipts (ADRs), leveraging fundamental analysis and growth metrics. Our portfolio managers target companies with accelerating earnings, revenues, and cash flow, aiming to outperform the Russell 1000 Growth Index while considering environmental, social, and governance (ESG) data as part of our investment approach.
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7 min readThe JHMM ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
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