Strategas Global Policy Opportunities ETFStrategas Global Policy Opportunities ETFStrategas Global Policy Opportunities ETF

Strategas Global Policy Opportunities ETF

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Key stats


Assets under management (AUM)
‪62.48 M‬USD
Fund flows (1Y)
‪17.34 M‬USD
Dividend yield (indicated)
0.63%
Discount/Premium to NAV
0.04%
Shares outstanding
‪1.85 M‬
Expense ratio
0.65%

About Strategas Global Policy Opportunities ETF


Issuer
Baird Financial Group, Inc.
Brand
Strategas
Inception date
Jan 26, 2022
Structure
Open-Ended Fund
Index tracked
No Underlying Index
Replication method
Physical
Management style
Active
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Strategas Asset Management LLC
Distributor
SEI Investments Distribution Co.
ISIN
US00775Y6529
SAGP targets global companies interested in influencing public policy through lobbying activities in Washington, DC. The fund believes successful corporate lobbying creates beneficial operational and competitive advantages. Using publicly disclosed lobbying data, the adviser assesses a companys lobbying intensity based on lobbying spend and company size. Lobbying intensity determinations are made quarterly and does not consider the lobbied legislation, its success, or the companys traditional financial metrics. Around 100 stocks with the highest lobbying intensity ratings are selected based on the advisers weighting and allocation recommendations. The weighting and allocation recommendations reflect a tactical assessment of risks that tilt towards favorable equity sleeves: large-cap versus small-cap, domestic versus foreign, etc. The fund is actively managed.

Broaden your horizons with more funds linked to SAGP via country, focus, and more.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Active
Geography
Global
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Health Technology
Electronic Technology
Technology Services
Stock breakdown by region
1%62%27%9%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
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Summary
Neutral
SellBuy
Strong sellStrong buy
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Summary
Neutral
SellBuy
Strong sellStrong buy
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Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.

Frequently Asked Questions


An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
SAGP trades at 34.16 USD today, its price has risen 0.34% in the past 24 hours. Track more dynamics on SAGP price chart.
SAGP net asset value is 34.03 today — it's risen 3.91% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
SAGP assets under management is ‪62.48 M‬ USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
SAGP price has risen by 3.70% over the last month, and its yearly performance shows a 17.71% increase. See more dynamics on SAGP price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 3.91% over the last month, showed a 6.48% increase in three-month performance and has increased by 19.01% in a year.
SAGP fund flows account for ‪17.34 M‬ USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
SAGP invests in stocks. See more details in our Analysis section.
SAGP expense ratio is 0.65%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, SAGP isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, SAGP technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating SAGP shows the buy signal. See more of SAGP technicals for a more comprehensive analysis.
Yes, SAGP pays dividends to its holders with the dividend yield of 0.63%.
SAGP trades at a premium (0.04%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
SAGP shares are issued by Baird Financial Group, Inc.
SAGP follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Jan 26, 2022.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.