Key stats
About Expat Bulgaria SOFIX UCITS ETF
Home page
Inception date
Sep 27, 2016
Structure
Bulgarian CISA
Replication method
Physical
Dividend treatment
Capitalizes
Primary advisor
Expat Asset Management EAD
ISIN
BG9000011163
To replicate the performance of the stock market equity index SOFIX (hereinafter referred to as Reference Index)
Related funds
Classification
What's in the fund
Exposure type
Finance
Health Technology
Communications
Stock breakdown by region
Top 10 holdings
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.
BGX assets under management is 5.40 M EUR. 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.
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.
BGX invests in stocks. See more details in our Analysis section.
BGX expense ratio is 2.18%. 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, BGX isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
No, BGX doesn't pay dividends to its holders.
BGX shares are issued by Expat Capital AD
BGX follows the SOFIX Index - BGN. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Sep 27, 2016.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.