TOS seeks total return by investing in US equity securities across all market caps. The fund may invest in equities, other ETFs (including affiliated funds), and derivatives such as options, swaps, futures, and structured notes. Selection combines bottom-up fundamental research on individual securities with top-down portfolio analysis. The fund also may employ hedging strategies using option contracts, swaps, and other derivatives, hedging specific securities or broader market exposures through indices or ETFs. Certain derivatives can have a leverage-like effect. The fund may also invest in cash, cash equivalents, or money market instruments, and may hold an affiliated ETF focused on capital appreciation and low volatility during downturns. As an actively managed ETF, the fund manager has full discretion to adjust the portfolio at any time.

ประเภทสินทรัพย์

Equity

ผู้ออกกองทุน

Twin Oak

ประเทศที่จดทะเบียน

US

วันที่จัดตั้ง

27 ม.ค. 2569

ISIN

US75526L6395