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APIE - Trust for Professional Managers

Expense Ratio: 0.45%

APIE ETF Stock Chart

APIE Profile

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Trust for Professional Managers is a dynamic investment fund that operates as an actively-managed exchange-traded fund (ETF), combining both active and passive investment strategies to enhance cost efficiency, tracking precision, and potential returns relative to its benchmark index, the S&P Classic ADR Composite Index. This approach allows the fund to leverage the benefits of both investment styles, aiming to deliver superior performance while managing expenses.

Under normal market conditions, the fund commits to investing at least 80% of its net assets, including any borrowings for investment purposes, in equity securities of non-U.S. companies. This allocation encompasses a diverse range of market capitalizations, from small-cap to large-cap stocks, offering investors exposure to a broad spectrum of international equities. The focus on non-U.S. equities provides an opportunity to capitalize on global growth trends and market opportunities outside the domestic market.

The fund's actively-managed strategy involves rigorous analysis and selective investment in international equity securities, aiming to outperform the S&P Classic ADR Composite Index. By blending active management with passive tracking, the fund seeks to optimize investment returns while maintaining a competitive cost structure. This dual approach helps to balance the benefits of strategic stock selection with the stability of index tracking.

Investors in Trust for Professional Managers benefit from a well-structured ETF that combines the strengths of active and passive management techniques. The funds focus on non-U.S. equities allows for significant international exposure, potentially enhancing returns through global diversification. With a commitment to at least 80% of net assets in equity securities and a goal of optimizing cost and performance, the fund provides a comprehensive investment solution for those seeking to capture growth opportunities in the international market while managing risk and expenses effectively.


 

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