MFUL

Mindful Conservative ETF

$21.98
+0.00%
Market closed. Last update: 4:17 AM ET

📎 Investment Objective

The Mindful Conservative ETF (MFUL) seeks to provide conservative capital appreciation and income by investing in a diversified portfolio of assets.

Overview

ETF tracking Mindful Conservative ETF

Category Other
Issuer Other
Inception Date 2021-11-03
Market Cap $31.3M
Average Volume N/A
Dividend Yield 2.62%
52-Week Range $20.82 - $22.29
VWAP $22.01

Performance

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Investment Summary

📎 Investment Objective

The Mindful Conservative ETF (MFUL) seeks to provide conservative capital appreciation and income by investing in a diversified portfolio of assets.

🎯 Investment Strategy

The fund invests in a mix of fixed income securities, equities, and other asset classes with the goal of generating moderate returns while managing risk. The portfolio is constructed with a focus on downside protection and capital preservation.

✨ Key Features

  • Diversified portfolio across multiple asset classes
  • Conservative risk profile targeting moderate returns
  • Emphasis on capital preservation and risk management
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Market risk - The value of the fund's holdings may decline due to general market conditions
  • Interest rate risk - Bond prices may fall as interest rates rise
  • Credit risk - The fund is exposed to the risk of issuers defaulting on their debt obligations
  • Liquidity risk - Some holdings may be difficult to sell at an advantageous time or price

👤 Best For

The Mindful Conservative ETF is best suited for investors with a low to moderate risk tolerance who are seeking stable, conservative growth and income. It may be appropriate as a core holding or as part of a diversified portfolio.