| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 19,576 | $472,114.08 | $764,442.8 | $292,328.72 | 61.92% |
Mark Fiskio Empirical Asset Management LLC | 36,598 | $957,731.08 | $1.43M | $473,828.97 | 49.47% |
Matthew Stead Sachetta, LLC | 71,221 | $1.73M | $2.79M | $1.06M | 61.05% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 838 | $19,333 | $32,036.74 | $12,703.74 | 65.71% |
Kevyn Hill Hilltop National Bank | 721 | $17,249.88 | $27,545.8 | $10,295.92 | 59.69% |
| ARCA Exchange | US Country |
The fund described operates as an investment vehicle that employs a passive or indexing strategy to replicate the performance of a specified emerging market index while attempting to minimize the currency risk against the U.S. dollar. This aim is achieved through a meticulous investment process that ensures at least 80% of the fund's assets are allocated in securities that form part of the underlying index. This strict adherence to the index components aims to mirror the emerging market's performance, accounting for the currency fluctuations between the U.S. dollar and the currencies of the nations comprised in the index. By doing so, the fund seeks to provide investors with a reliable means to participate in the growth potential of emerging markets, while also mitigating the risk posed by currency volatility.
This product leverages a passive investment strategy focused on reproducing the performance of a designated emerging market index. This approach minimizes management intervention, aiming to match the returns of the index before fees and expenses. It is suited for investors seeking exposure to emerging markets without the active management price tag.
Understanding the volatility associated with currencies, this service specifically addresses the fluctuations between the U.S. dollar and the currencies of the included emerging markets. This provides a layer of protection against currency risk, making it an appealing option for investors worried about currency fluctuations impacting their investments.
Committing to invest at least 80% of its total assets in the securities that make up the underlying index, this fund ensures a high degree of correlation with the performance of the targeted emerging market. This strict adherence aligns closely with the fund's goal of matching the index's performance, offering a transparent and focused investment avenue.