HKND comprises 850+ U.S. companies selected and weighted based on a proprietary "humankind value" score. Its expense ratio is 0.11% and the ETF has $151M in assets. Performance has been poor since its launch on February 23, 2021. HKND has trailed its S&P 1500 Composite Index and its more realistic peers in the large-cap value category. My analysis reveals diversification as a potential source of inconsistent returns, given how Health Care exposure totals 40%. The quality is only average, too.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SC Shawn Clark Accredited Wealth Management LLC | 353 | $204.09 | $107 | -$97.09 | -47.57% |
| Capital Markets Industry | Financials Sector | - CEO | ARCA Exchange | 444869101 CUSIP |
| US Country | - Employees | 28 Nov 2025 Last Dividend | - Last Split | - IPO Date |
The company specializes in managing an investment product that focuses on tracking a particular index. This index primarily consists of equity securities based in the United States, ensuring a high level of domestic investment. To maintain a diversified and risk-managed portfolio, the company has set a cap where foreign securities, including American Depositary Receipts (ADRs), cannot exceed 5% of the portfolio. This strategic limitation is aligned with the company’s commitment to offering a product that reflects the performance of U.S. equities.
As part of its operational norm, the company invests at least 90% of its net assets, which includes any borrowings for investment purposes, directly into the securities that make up the index. This dedication ensures that the investment product closely mirrors the index's performance, enabling investors to participate effectively in the U.S. equity market through a single, consolidated investment vehicle.
This product is designed for investors looking to gain exposure to the U.S. equity market. It closely follows a specific index, primarily composed of domestic equity securities. By investing at least 90% of its net assets in the securities that make up the index, the company offers a product that aims to replicate the index’s performance as closely as possible. The inclusion of a minimal percentage of foreign securities ensures diversification while maintaining the focus on the U.S. equity market. This investment product is suited for both individual and institutional investors seeking an efficient and effective way to invest in a broad cross-section of U.S. equities without having to buy individual stocks.