Generation Mining Limited - Special Call Company Participants Jamie Levy - President, CEO & Director Kerry Knoll Conference Call Participants Romeo Maione Rick Dumas Presentation Romeo Maione I'll say good morning, good afternoon, good evening, depending on where in the world you're in from today. I saw at least one person from Sri Lanka.
Approximately 500 new ETFs launched year-to-date through mid July, according to FactSet. This is significantly more than the approximately 300 at this point a year earlier.
On Wednesday, Genter Capital Management released a pair of fixed income ETFs. These funds are the Genter Capital Taxable Quality Intermediate ETF (GENT) and the Genter Municipal Quality Intermediate ETF (GENM).
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AII Axos Invest Inc. Axos Invest Inc. | 65,294 | $670,792.82 | $675,139.96 | $4,347.14 | 0.65% |
| ARCA Exchange | US Country |
The company operates a fund that focuses on investing primarily in a diversified portfolio of municipal obligations. These obligations are specifically chosen based on their exemption from regular federal income tax, providing a tax-efficient investment solution for investors. The fund adheres to a strategy of investing at least 80% of its net assets into such tax-exempt municipal obligations. It prioritizes investments in obligations that are rated A or higher by major rating agencies, including S&P Global Ratings, Fitch Ratings, or Moody’s Investors Service, Inc. For municipal obligations that are not rated, the Subadvisor undertakes a comprehensive evaluation to determine their quality, ensuring that only those deemed as being of comparable quality are added to the fund's portfolio. This approach is guided by the goal of achieving favorable returns for investors while maintaining a focus on high-quality, tax-exempt municipal obligations.