CWAI Stock Price, Chart, Stats & News

CWA Income ETF
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Conservative Allocation
Category
0.76%
Expense ratio
7.94M
Assets
9.19%
1Y return
CWAI chart
1M
3M
1Y
5Y
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CWAI returns
| YTD | 11.03% |
| 1Y | 9.19% |
| 3Y | 0.00% |
| 5Y | 0.00% |
| 10Y | 0.00% |
| 1Y volatility | 4.42% |
| 3Y volatility | 0.00% |
| Sharpe ratio | 0.00 |
About
The primary objective of this fund is to deliver comprehensive total returns. Under standard market conditions, it pursues this goal by allocating its assets across a varied portfolio comprising corporate debt instruments with diverse maturity dates, alongside equity investments. Importantly, the fund typically caps its exposure to equity securities at no more than 20% of its entire asset base.
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