Running Oak Efficient Growth ETF (RUNN)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
RUNN Chart
Underrated Downside Protection ETF RUNN Nears Key Milestone
The ETF industry includes a wide range of funds and firms. From the largest asset managers to the newest operations, issuers have launched funds offering increasingly innovative options to investors.
Running Oak Efficient Growth ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Kurt Van Dyken Lifeworks Advisors LLC | 8,326 | $281,735.19 | $274,758 | -$6,977.19 | -2.48% |
| SU Scott Ungar BlackDiamond Wealth Management LLC | 57,872 | $1.58M | $1.91M | $331,187.55 | 21.02% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 66,586 | $2.24M | $2.22M | -$16,600.66 | -0.74% |
| MG Melissa Glennie Capital Management Associates, Inc | 114,299 | $3.71M | $3.83M | $115,520.08 | 3.11% |
 Kerri Hicken FULLCIRCLE WEALTH LLC | 64,802 | $2.08M | $2.17M | $87,677.86 | 4.22% |
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Running Oak Efficient Growth ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The fund operates as an actively managed exchange-traded fund (ETF), focusing predominantly on investment in large and mid-sized U.S. companies that have a minimum market capitalization of $5 billion. It adopts a roughly equal-weight strategy, maintaining a portfolio of 50-75 stocks. The fund's investment philosophy is guided by the ambition to achieve its investment objective under normal market conditions. Though primarily investing in U.S. equity securities, the fund allows for up to 20% of its net assets to be allocated towards non-U.S. companies, thereby introducing a degree of global exposure. It is noteworthy that the fund is categorized as non-diversified, suggesting a concentrated investment approach in comparison to diversified alternatives.
Products and Services
- Actively Managed ETFs
The fund itself is structured as an actively managed ETF, focusing on equity securities of significant U.S. companies. Active management is key to its strategy, aiming to outperform market indices through the selection of securities that are assessed to offer potential for growth or value.
- Large and Mid-sized U.S. Company Investments
Investments are primarily directed towards large and mid-sized U.S. companies, each with a market capitalization of at least $5 billion. This threshold ensures the fund is exposed to established companies with significant market presence.
- Equally-Weighted Portfolio
The fund adopts an equally-weighted portfolio strategy, typically holding 50-75 stocks. This approach aims to mitigate risks associated with over-concentration in any single stock, promoting a balanced investment exposure across the selected holdings.
- Non-U.S. Company Investments
While the fund's core focus remains on U.S. companies, it reserves the capacity to invest up to 20% of its net assets in non-U.S. companies. This strategic allocation allows for diversified geographical exposure and the opportunity to capitalize on international growth potentials.
- Non-diversified Fund Structure
Operating as a non-diversified fund, it emphasizes a concentrated investment approach. This allows for significant allocations to chosen assets, potentially leading to higher returns but also bearing a higher risk due to the reduced diversity in its asset holdings.
