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SAVN Stock Price, Chart, Stats & News

LifeGoal Conservative Wealth Builder ETF
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Conservative Allocation
Category
0.34%
Expense ratio
3.08M
Assets
2.58%
1Y return

SAVN chart

1M
3M
1Y
5Y
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SAVN returns

YTD
2.22%
1Y
2.58%
3Y
0.00%
5Y
0.00%
10Y
0.00%
1Y volatility13.22%
3Y volatility0.00%
Sharpe ratio0.00

About

This fund is structured to help investors meet their overarching savings objectives. Under typical market conditions, its portfolio allocation generally adheres to specific ranges: a substantial 70% to 95% of its assets are committed to fixed income and liquid cash or cash equivalents. Equity holdings may comprise up to 25% of the portfolio, while an additional 0% to 35% can be allocated to underlying funds that provide exposure to commodities and high-yield debt securities.

Top 10 SAVN holdings

HoldingOwnership
Utilities
98.74%

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