ACEP — ARS Core Equity Portfolio ETF

Under typical market conditions, this fund is required to allocate a minimum of 80% of its total assets—including both its net assets and any capital borrowed for investment purposes—to equity-based investments. These investments can take the form of direct holdings in equity securities or through exchange-traded funds (ETFs) that offer exposure to equities. For the purpose of meeting this 80% threshold, the fund's managers define "equity securities" to include common stock and other instruments with similar characteristics, such as American Depositary Receipts (ADRs). Importantly, the fund is categorized as non-diversified.

Company profile

• Sector: Financial Services
• Industry: Asset Management
• Country: US
• Exchange: NASDAQ
• Website: https://arsinvestetfs.com/acep

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Educational tool only — not investment advice.