MSMR ETF
McElhenny Sheffield Managed Risk ETF
MSMR ETF Overview
MSMR ETF (McElhenny Sheffield Managed Risk ETF) is managed by Aptus Capital Advisors with $180.1M in net assets. MSMR expense ratio is 1.06%, holding 6 positions across sectors including Financials. Inception date: 2021-11-16.
MSMR performance shows a YTD return of 1.05%. The 1-year return is 3.51%. MSMR dividend yield stands at 2.05%, paid quarterly.
MSMR top holdings include Invesco Qqq Trus (41.6%), First Am Treas Obli-X (18.8%), Ishares Us Pharmaceutical (15.3%), Ishares Russell 2000 Index ETF (14.4%), Ishares Core S&P Total U.S. Com (9.9%). 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.