AUM $1.3MER 0.34%NAV $8.64Holdings 2Inception Sep 2021
Price Chart
Key Statistics
Previous Close
—Day Range
N/A52-Week Range
N/AAvg Volume
81Dividend Yield
—Expense Ratio
0.34%AUM
$1.3MShares Outstanding
—ETF Grades
?ETF Grades compare this fund against others in the same category using percentile rankings across six factors. Grades range from A+ (top 5%) to F (bottom 20%). Updated daily.Sector Breakdown
| Sector | Weight % |
|---|---|
| Utilities | 102.67% |
| Cash & Others | -2.67% |
Country Allocation
| Country | Weight % |
|---|---|
| United States | 102.67% |
Fund Information
- Issuer
- LifeGoal Investments
- Category
- Utilities
- Inception Date
- Sep 8, 2021
- Description
- The fund is designed to assist investors in saving for a home down payment. Under normal market conditions, the fund will invest its assets within the following ranges: 60-95% of its assets in fixed income and cash and cash equivalents, 5-35% of its assets in equities, and 0-35% of its assets in a combination of underlying funds providing exposure to commodities, REITs and high yield debt securities. The adviser seeks to emphasize exposure to fixed income, in order to avoid excessive volatility of returns.
Similar ETFs
The LifeGoal Home Down Payment Investment ETF (HOM) is an exchange-traded fund issued by LifeGoal Investments that launched on Sep 8, 2021. It currently manages $1.3M in assets under management. The fund charges an expense ratio of 0.34%. The fund holds 2 securities in its portfolio. It falls under the Utilities category.
Detailed Returns
| Period | Return | ETF |
|---|---|---|
| 1D | — | |
| 1W | — | |
| 1M | — | |
| 3M | — | |
| 6M | — | |
| YTD | — | |
| 1Y | — | |
| 3Y | — | |
| 5Y | -12.63% |
Moving Averages
20-Day MA
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50-Day MA
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200-Day MA
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Price with Moving Averages
Support & Resistance
52-Week High
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Current Price
$8.63
52-Week Low
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Current Yield
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Annual Dividend
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Frequency
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Last Ex-Date
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Dividends
No dividend data available for this ETF.
Category Comparison
| Metric | HOM | Utilities(63 ETFs) | Real Estate(212 ETFs) |
|---|---|---|---|
| Fund Info | |||
| Expense Ratio | 0.34% | 0.70% | 0.64% |
| AUM | $1.3M | $1.24B | $1.08B |
| Dividend Yield | — | 3.19% | 3.06% |
| Avg Volume | 81 | 882.1K | 484.3K |
| Holdings | 2 | 113 | 78 |
| Performance | |||
| 1-Month Return | — | -0.31% | -2.60% |
| 6-Month Return | — | -6.01% | -3.07% |
| YTD Return | — | +0.34% | +3.50% |
| 1-Year Return | — | -2.02% | +1.11% |
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