Key stats
About NEOS ETF Trust FIS Bright Portfolios Focused Equity ETF
Expense ratio
0.65%
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Inception date
Dec 20, 2024
BRIF is an actively managed ETF focusing on US large-cap companies, utilizing a proprietary methodology to invest during their profit cycles, targeting valuation or multiple expansion through price-to-earnings ratios. The fund manager evaluates economic trends, market conditions, technical analysis, and combines fundamental and qualitative research to consider a companies investment potential, ensuring overall broad diversification of the portfolio. Applying a Christian values overlay, the sub-adviser avoids investments conflicting with such values, utilizing third-party research and proprietary Bright Score to align with the values concerning issues like abortion and pornography. The portfolio, aiming for 30-50 companies, is monitored to avoid concentration risks, with potential stock sales due to price movements, performance, or shifting valuation prospects, acknowledging performance variance against non-aligned funds.
Classification
What's in the fund
Exposure type
Electronic Technology
ETF
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.