MGMT ETF
Ballast Small/Mid Cap ETF
MGMT ETF Overview
MGMT ETF (Ballast Small/Mid Cap ETF) is managed by Ballast Asset Management with $173.8M in net assets. MGMT expense ratio is 1.10%, holding 57 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2020-12-02.
MGMT performance shows a YTD return of 14.15%. The 1-year return is 25.10% and the 5-year return is 7.64%. MGMT dividend yield stands at 0.30%, paid annually.
MGMT top holdings include Natural Resource Partners LP (4.2%), Wayside Technology Group Inc (3.8%), Federal Agricultural Mortgage Corp (3.3%), Azz Inc (3.1%), Capital Bancorp Inc/md (2.9%). Go to all MGMT holdings, MGMT sectors, or MGMT dividends.
MGMT can be compared against other funds. Use MGMT overlap to find shared positions, or MGMT vs another fund for a side-by-side view. MGMT alternatives are available via the screener, along with tax-loss harvesting opportunities.