SAVN - LifeGoal Conservative Wealth Builder ETF ETF Analysis | Stock Taper
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SAVN

LifeGoal Conservative Wealth Builder ETF
LifeGoal Conservative Wealth Builder ETF LifeGoal Investments
$8.79 0.04% (+0.00)

No price data available
Managing Company LifeGoal Investments
Asset Under Management $3.29M
Inception Date Sep 8, 2021
Expense Ratio 0.34%
52w High $9.19
52w Low $8.67
Volume 8
Avg Volume 8
Asset Class Equity

About LifeGoal Conservative Wealth Builder ETF

The fund is designed to assist investors general savings goals. Under normal market conditions, the fund will invest its assets within the following ranges: 70-95% of its assets in fixed income and cash and cash equivalents, 0-25% of its assets in equities, and 0-35% of its assets in a combination of underlying funds providing exposure to commodities and high yield debt securities. The adviser...

SECTOR HOLDINGS

Financial Services Financial Services
16.05%
Healthcare Healthcare
14.59%
Basic Materials Basic Materials
12.26%
Consumer Defensive Consumer Defensive
9.51%
Industrials Industrials
9.48%
Energy Energy
9.47%
Real Estate Real Estate
7.78%
Technology Technology
6.52%
Communication Services Communication Services
5.68%
Consumer Cyclical Consumer Cyclical
4.77%
Utilities Utilities
3.89%

ASSET ALLOCATION BY REGION

United States flag United States
101.29%