MSMR ETF
McElhenny Sheffield Managed Risk ETF
MSMR ETF Overview
MSMR ETF (McElhenny Sheffield Managed Risk ETF) is managed by Aptus Capital Advisors with $186.7M in net assets. MSMR expense ratio is 1.06%, holding 6 positions across sectors including Financials, Information Technology. 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 Ishares 0-3 Month Treasury Bond ETF (39.4%), Technology Select Sector Spdr (19.3%), Ishares Us Pharmaceutical (15.9%), Ishares Russell 2000 Index ETF (15.1%), Spdr Gold Minishares Trust (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.