Data Loading...
EntrepreneurShares Products
183 Downloads
2.09 MB
Twitter Facebook LinkedIn Copy link
RECOMMEND FLIP-BOOKS
As of 6.30.2020
ERSHARES ENTREPRENEUR 30 ETF INVESTMENT STRATEGY> The fund tracks the ER30 Index. ER30 is a rules-based methodology that selects the 30 largest (market cap) publicly-traded Entrepreneurial companies. The companies are selected based on their entrepreneurial attributes as specified in the proprietary model. High value is placed on visionary leaders who are stewards of their companies and possess high economic and personal stakes. APPROACH> The firm utilizes a bottom-up, fundamental approach to identify publicly-traded companies that possess the 15 entrepreneurial attributes. Our extensive academic research and extended professional performance assert that companies possessing these characteristics have the potential to outperform “non - entrepreneurial” companies over time.
ENTR
1 Month 3 Month YTD
1 Year
ETF Inception
ENTR NAV Price
2.44% 24.97% 14.52% 21.03% 15.43% 2.72% 25.07% 14.95% 21.46% 15.45%
ENTR Market Price
Entrepreneur 30 Index Russell 1000 Growth
6.35% 4.35% 1.99% 1.82%
36.92% 24.12% 31.59% 19.84% 27.84% 9.81% 23.28% 17.01% 20.54% -3.08% 7.51% 9.14% 18.51% -8.43% -0.54% 6.04%
S&P 500 Index
Dow Jones Index
Performance quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance >Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10
Made with FlippingBook - Online catalogs