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Opportunistic Trader ETF (WZRD)

9.00 -0.12 (-1.32%)
At close: November 2 at 3:59:28 PM EST
Trade WZRD on Coinbase

ETF Summary

The fund is an actively managed ETF that seeks to generate investor return by investing in a portfolio of equity securities of individual companies both directly and indirectly through investments of exchange-traded index funds (“ETFs”) and ETNs (collectively, “ETFs”). The fund manager also anticipates investing significantly in derivatives, including primarily options and futures, that provide exposure to such companies and index ETFs.

ETF Overview

Category Large Blend
Fund Family Tuttle Capital Management, LLC
Net Assets 706.79k
YTD Daily Total Return -96.63%
Yield 67.39%
Legal Type Exchange Traded Fund

ETF Operations

Attributes WZRD Category Average
Annual Report Expense Ratio (net)
1.00% 0.72%
Holdings Turnover
27,916.00% 94.61%
Total Net Assets
0.00 0.00

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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