TRIO ETF
TRIO ETF
$65.78
MC Trio Equity Buffered ETF
AUM$122M
TER0.70%
Holdings3
See how much of TRIO you already own
See how much of TRIO you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
TRIO ETF Overview
TRIO ETF (MC Trio Equity Buffered ETF) is managed by McCarthy & Cox with $122.4M in net assets. TRIO expense ratio is 0.70%, holding 3 positions across sectors including Financials. Inception date: 2025-03-05.
TRIO performance shows a YTD return of 6.20%. The 1-year return is 12.19%.
TRIO top holdings include Options (98.8%), First American Government Obligations Fund (1.2%), U.S. Dollar (-0.0%). Go to all TRIO holdings, TRIO sectors, or TRIO dividends.
TRIO can be compared against other funds. Use TRIO overlap to find shared positions, or TRIO vs another fund for a side-by-side view. TRIO alternatives are available via the screener, along with tax-loss harvesting opportunities.