Uncommon Portfolio Design Core Equity ETF (UGCE)
Uncommon Portfolio Design Core Equity ETF operates in the Asset Management industry of the Financial Services sector. The stock last traded at $21.95, down 0.05% on the session, giving a market capitalisation of $6.6M. Its beta of 0.00 implies it has historically moved less than the broad market.
This actively managed Exchange Traded Fund (ETF) seeks to achieve capital appreciation by primarily investing in equity securities. Its investment portfolio is constructed from two distinct strategies—one predominantly focused on value and the other on growth—both managed by Portfolio Design Advisors, Inc., the designated Sub-Advisor. The Sub-Advisor will allocate the fund's assets between these two strategies, ensuring each constitutes 40% to 60% of the total investments. Under typical market conditions, the advisor intends to commit at least 80% of its net assets to equity securities.
Uncommon Portfolio Design Core Equity ETF is most often compared with the following Financial Services names: