KLDW

Knowledge Leaders Developed World ETF
AUM$133.7M
Expense Ratio0.78%
NAV$43.92
HoldingsN/A
InceptionJul 10, 2015

Price Chart

Key Statistics

Previous Close

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Day Range

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52-Week Range

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Avg Volume

N/A

Dividend Yield

N/A

Expense Ratio

0.78%

AUM

$133.7M

Shares Outstanding

N/A

Sector Breakdown

SectorWeight %
Industrials25.57%
Technology24.83%
Healthcare14.23%
Consumer Cyclical12.41%
Basic Materials8.11%
Consumer Defensive7.08%
Communication Services3.99%
Financial Services1.62%
Real Estate1.25%
Energy0.89%
Cash & Others0.02%

Country Allocation

CountryWeight %
United States28.51%
Japan27.14%
Canada11.81%
Switzerland9.60%
Germany6.70%
United Kingdom5.04%
Sweden2.82%
Australia2.36%
Norway1.75%
Italy1.51%
Finland1.10%
New Zealand0.84%
Belgium0.81%

Fund Information

Category
Industrials
Inception Date
Jul 10, 2015
Description
The fund invests primarily in equities the advisor considers to be highly innovative companies or “knowledge leaders.” The portfolio will include a diversified mix of mid- and large-cap companies from the developed world including North America, Europe and Asia. Under normal circumstances, at least 80% of the fund’s assets will be invested in securities the fund’s advisor identifies as knowledge leaders at the time of investment, with not more than 25% in any one industry.

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VOVanguard Mid-Cap ETF$202.90B0.03%307
VBVanguard Small-Cap ETF$169.10B0.03%1,357
IJHiShares Core S&P Mid-Cap ETF$106.69B0.05%401
VBRVanguard Small-Cap Value ETF$62.30B0.05%841

The Knowledge Leaders Developed World ETF (KLDW) is an exchange-traded fund that launched on Jul 10, 2015. It currently manages $133.7M in assets under management. The fund charges an expense ratio of 0.78%. It falls under the Industrials category.

Top 10 holdings represent 0.0% of the fund

No holdings data available.

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
N/A
1W
N/A
1M
N/A
3M
N/A
6M
N/A
YTD
N/A
1Y
N/A
3Y
+17.67%
5Y
+1.59%

Moving Averages

20-Day MA

N/A

50-Day MA

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200-Day MA

N/A

Price with Moving Averages

Support & Resistance

52-Week High

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Current Price

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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

N/A

Dividends

No dividend data available for this ETF.

Category Comparison

MetricKLDWIndustrials(380 ETFs)Large Cap(419 ETFs)
Fund Info
Expense Ratio0.78%0.66%0.56%
AUM$133.7M$4.68B$8.14B
Dividend Yield1.84%1.54%
Avg VolumeN/A504.3K896.3K
Holdings293149
Performance
1-Month Return-5.73%-3.67%
6-Month Return+6.00%+1.35%
YTD Return+3.07%-1.38%
1-Year Return+24.18%+16.43%

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