MSMR ETF
McElhenny Sheffield Managed Risk ETF
MSMR ETF Overview
MSMR ETF (McElhenny Sheffield Managed Risk ETF) is managed by Aptus Capital Advisors with $180.4M in net assets. MSMR expense ratio is 1.06%, holding 6 positions across sectors including Financials, Materials. Inception date: 2021-11-16.
MSMR performance shows a YTD return of 1.45%. The 1-year return is 9.49%. MSMR dividend yield stands at 1.86%, paid quarterly.
MSMR top holdings include Invesco Qqq Trus (18.4%), First Am Treas Obli-X (17.1%), Ishares Us Pharmaceutical (14.5%), Ishares 0-3 Month Treasury Bond ETF (13.9%), Ishares Russell 2000 Index ETF (13.8%). 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.