MSMR ETF
McElhenny Sheffield Managed Risk ETF
MSMR ETF Overview
MSMR ETF (McElhenny Sheffield Managed Risk ETF) is managed by Aptus Capital Advisors with $180.8M in net assets. MSMR expense ratio is 1.06%, holding 7 positions across sectors including Financials, Health Care, Energy. Inception date: 2021-11-16.
MSMR performance shows a YTD return of 4.57%. The 1-year return is 2.81%. MSMR dividend yield stands at 1.98%, paid quarterly.
MSMR top holdings include Invesco Qqq Trus (41.2%), Ishares Nasdaq Biotechnology Etf (19.5%), Health Care Select Sector (15.3%), Energy Select Sector Spdr Fund (13.7%), Ishares Core S&P Total U.S. Com (10.0%). Go to all MSMR holdings, MSMR sectors, or MSMR dividends.
MSMR can be compared against other funds. Use MSMR overlap to find shared positions, or MSMR vs another fund for a side-by-side view. MSMR alternatives are available via the screener, along with tax-loss harvesting opportunities.