| ARCA Exchange | US Country |
The fund is a versatile investment entity designed for investors looking to diversify their portfolios through a single, actively-managed exchange-traded fund (ETF). It focuses on a broad array of assets primarily in the United States, including common stocks, real estate investment trusts (REITs), master limited partnerships (MLPs), American Depositary Receipts (ADRs), and various shares of other investment companies. The fund's strategy is to offer a comprehensive investment solution that encapsulates the potential growth and income generation of major U.S. market sectors and types of securities.
Equity investments in a broad range of U.S. corporations across different industries. This involves purchasing shares of companies with the aim of benefiting from their growth and profitability.
Investments in REITs, which own, and in most cases, operate income-producing real estate. REITs offer a way to include real estate in one's portfolio, providing potential income through dividends and capital appreciation.
Investments in MLPs, specialized investment vehicles that focus on energy and natural resources sectors. MLPs combine the tax benefits of a partnership with the liquidity of publicly traded securities.
A way to invest in non-U.S. companies. ADRs represent shares in foreign companies but trade on U.S. stock exchanges, easing access for U.S. investors to foreign markets.
This includes investments in other ETFs, exchange-traded products (ETPs), and closed-end funds. It allows the fund to diversify across various sectors and asset classes indirectly.
Investments in BDCs, which are entities that invest in small and mid-sized businesses. BDCs provide a combination of income and potential for capital appreciation while helping investor access private equity-type investments.