APUE Profile
Trust for Professional Managers offers an actively-managed exchange-traded fund (ETF) that combines active and passive investment strategies to enhance cost efficiency, tracking accuracy, and potential returns relative to its benchmark, the CRSP U.S. Total Market Index. This hybrid approach integrates the benefits of active management such as selective stock picking and strategic adjustments with the stability and broad coverage of passive indexing, aiming to deliver superior performance while maintaining a competitive cost structure.
Under typical market conditions, the fund dedicates at least 80% of its net assets, including any borrowings for investment purposes, to equity securities of U.S. companies that are constituents of the CRSP U.S. Total Market Index. This index encompasses a comprehensive range of U.S. equities, including large-cap, mid-cap, small-cap, and micro-cap stocks, providing extensive coverage of the U.S. stock market and capturing a wide array of growth and value opportunities.
The fund's active management component focuses on optimizing the portfolio by selectively investing in stocks based on rigorous fundamental analysis and market insights. This strategy is designed to identify high-potential investments and adjust the portfolio dynamically to capitalize on market trends and opportunities. In conjunction, the passive element of the fund ensures alignment with the broad market performance of the CRSP U.S. Total Market Index, providing a balanced approach that aims to maximize returns while mitigating risks.
Investors in Trust for Professional Managers benefit from a well-rounded ETF that leverages a dual strategy to provide comprehensive exposure to the U.S. equity market. The funds commitment to investing in a broad array of U.S. stocks, coupled with its active management approach, allows for potential outperformance relative to the benchmark index. By integrating both active and passive techniques, the ETF offers a strategic investment solution for those seeking diversified exposure to the U.S. market with the potential for enhanced returns.
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