4 min readBy Ron Koren ETF Insider
ERY VS FENY
Compare the ERY and FENY ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
The WINN ETF is managed by a seasoned team of investment professionals dedicated to seeking long-term growth opportunities in the U.S. equity market. This exchange-traded fund primarily invests in equity securities, with a focus on common and preferred stocks of U.S. companies that the Subadvisor believes possess above-average growth prospects. As a non-diversified fund, it may allocate a significant portion of its assets to a limited number of issuers, aligning with the Subadvisor's high-conviction approach.
The WINN Dividend reflects the dividend distribution of the WINN ETF, which focuses on providing investors with exposure to the global gaming and online betting industry. While WINN's primary objective is capital appreciation, it occasionally distributes dividends based on the performance and dividend policies of the underlying companies within its portfolio. These dividends are typically distributed on a semi-annual or annual basis, depending on the specific dividend policies of the companies within the fund. Investors interested in both potential capital growth and occasional dividend income may find WINN an attractive investment option within the gaming and betting sector.
WINN, also known as the Winning Stocks ETF, is primarily focused on tracking U.S. companies with exceptional growth potential. This ETF invests primarily in equity securities, including common and preferred stocks, of U.S. companies that the Subadvisor believes have above-average prospects for long-term growth. WINN's investment strategy is non-diversified, meaning it may allocate a significant portion of its assets to a limited number of issuers, aiming to create a high-conviction portfolio. The Subadvisor employs a combination of bottom-up, fundamental research and systematic portfolio construction to identify companies with characteristics like market-leading positions, disruptive business models, expected above-average growth, strong cash flow, and more. ESG factors are also considered in the investment process, making WINN a choice for investors seeking growth while considering environmental, social, and governance criteria. Up to 20% of its assets may be invested in foreign issuers, including those in emerging markets.
The correlation aspect of the WINN ETF (Exchange-Traded Fund) primarily focuses on its connection with a select basket of U.S. equities. As WINN is a non-diversified fund, it tends to have a relatively high concentration of assets in a limited number of issuers. This concentration can lead to correlations that are influenced by the performance of these specific companies, potentially making WINN more sensitive to their individual movements. Investors interested in studying WINN's correlations with various assets and sectors can utilize the ETF Insider web app, which offers a comprehensive set of tools and visualizations to explore these relationships. By analyzing these correlations, investors can gain deeper insights into WINN's performance and its potential impact on broader market trends.
The WINN ETF primarily invests in equity securities, focusing on common and preferred stocks of U.S. companies that exhibit above-average prospects for long-term growth. This ETF is non-diversified, allowing for a relatively high percentage of assets to be invested in a limited number of issuers. The fund's investment strategy is driven by a combination of bottom-up, fundamental research and systematic portfolio construction, with an emphasis on high-conviction stocks. WINN seeks companies with market-leading positions, disruptive business models, strong revenue, earnings, and cash flow growth potential, robust balance sheets, experienced management teams, and appropriate valuations. Additionally, the Subadvisor considers environmental, social, and governance (ESG) factors that may impact issuers and their securities. Up to 20% of the fund's total assets may be allocated to foreign issuers, including those in emerging markets.
The exposure profile of the WINN Breakfast Commodities ETF highlights its focus on commodities considered to be breakfast foods, including corn, coffee, lean hogs, sugar, Chicago wheat, and orange juice. The ETF tracks the performance of these commodities by investing in monthly futures contracts for each, with an emphasis on optimizing roll yields. The index is world production weighted, with a cap of 5% on orange juice, and employs a systematic methodology to identify contracts with the largest roll yields, considering the shape of the forward curves of futures contract prices.
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4 min readCompare the ERY and FENY ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
5 min readThe RBND 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.
4 min readThe WINN ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the WINN ETF.
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