UGCE Stock Price, Chart, Stats & News

Uncommon Portfolio Design Core Equity ETF
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Large Blend
Category
0.65%
Expense ratio
6.60M
Assets
-14.48%
1Y return
UGCE chart
1M
3M
1Y
5Y
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UGCE returns
| YTD | -18.20% |
| 1Y | -14.48% |
| 3Y | 0.00% |
| 5Y | 0.00% |
| 10Y | 0.00% |
| 1Y volatility | 17.51% |
| 3Y volatility | 0.00% |
| Sharpe ratio | 0.00 |
About
This actively managed Exchange Traded Fund (ETF) seeks to achieve capital appreciation by primarily investing in equity securities. Its investment portfolio is constructed from two distinct strategies—one predominantly focused on value and the other on growth—both managed by Portfolio Design Advisors, Inc., the designated Sub-Advisor. The Sub-Advisor will allocate the fund's assets between these two strategies, ensuring each constitutes 40% to 60% of the total investments.
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