BVAL
Bluemonte Large Cap Value ETF
📎 Investment Objective
The Bluemonte Large Cap Value ETF seeks to track the performance of large-capitalization value stocks in the U.S. equity market.
Overview
ETF tracking Bluemonte Large Cap Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Bluemonte Large Cap Value ETF seeks to track the performance of large-capitalization value stocks in the U.S. equity market.
🎯 Investment Strategy
The ETF employs a passive, index-based approach, investing in a representative sample of securities that collectively has an investment profile similar to the target index. The goal is to provide investment results that closely correspond to the price and yield performance of the underlying index.
✨ Key Features
- Focuses on large-cap U.S. companies that are considered undervalued based on fundamental metrics
- Passively managed to track the performance of a broad large-cap value index
- Low expense ratio of 0.00%
- Suitable for investors seeking exposure to the large-cap value segment of the U.S. stock market
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions or other factors
- Sector concentration risk: The ETF may be more heavily weighted in certain sectors, which could make it more vulnerable to those sectors' performance
- Style risk: The ETF's value-oriented investment approach may underperform growth or other investment styles at times
- Liquidity risk: The ETF may have difficulty trading certain securities at an advantageous time or price
👤 Best For
The Bluemonte Large Cap Value ETF may be suitable for long-term investors seeking exposure to the large-cap value segment of the U.S. equity market as part of a diversified portfolio. It may be particularly appealing to investors with a value-oriented investment approach and a moderate risk tolerance.