KVLE Profile
The
KVLE ETF, or the KS KFA Value Line Dynamic Core Equity ETF, is an
exchange-traded fund that seeks to track the Value Line Dynamic Core
Equity Index. The index is designed to provide exposure to a
diversified portfolio of US equities by selecting stocks from the
universe of the Value Line Universe.
As of the most recent
report, the fund had total assets under management of approximately
$23 million and an expense ratio of 0.71%. The fund's top holdings
included companies such as Alphabet Inc., Microsoft Corporation,
Amazon.com Inc., and Apple Inc., among others. The fund has a
relatively diversified portfolio, with its top 10 holdings
representing approximately 22% of the total portfolio.
In terms
of performance, the KVLE ETF has performed well in recent years. As of
the end of 2021, the fund had a year-to-date return of approximately
25.5%, a one-year return of approximately 27.1%, and a three-year
average annual return of approximately 17.8%.
The KVLE ETF
offers investors exposure to a diversified portfolio of US equities
with a focus on strong fundamentals and a dynamic approach to stock
selection. However, investors should be aware of the risks associated
with investing in equities, which include market volatility and the
possibility of losing money. Additionally, the fund's relatively high
expense ratio may make it less attractive to some investors compared
to passive index funds with
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