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About Strive Natural Resources and Security ETF
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Inception date
Aug 31, 2023
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Empowered Funds LLC
Distributor
Quasar Distributors LLC
FTWO shares a familiar acronym, however, it invests in companies engaged in national security and natural resource security, rather than tech giants. It holds North American, large- and mid-cap companies whose primary business activities lie within the FAANG 2.0 sectors, as defined by the index: fuel, aerospace and defense, agriculture, nuclear, and gold and precious metals mining. The index starts by screening its universe for companies associated with the FAANG 2.0 sectors. The stock of the top 10 companies within each of the 5 FAANG 2.0 sectors are selected for the index. The index rebalance is done quarterly. In addition, the fund achieves a sector-neutral portfolio by assigning an equal weight to each sector at each rebalance. Investors should note that FTWO is considered to be an anti-ESG investment strategy.Prior to August 16, 2024 the fund name was Strive FAANG 2.0.
Classification
What's in the fund
Exposure type
Non-Energy Minerals
Electronic Technology
Utilities
Energy Minerals
Producer Manufacturing
Stock breakdown by region
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