Uncommon Portfolio Design Core Equity ETF
Ticker: UGCE
Exchange: NYSE Arca
Expense ratio: 0.65%
Original filing date: October 15, 2020
Effective date: December 29, 2020
Listing Date: April 16, 2021
CUSIP:
Active: Yes
Index / Benchmark:
Investment Objective: Provide capital appreciation.
Investment Strategy / Index
Methodology:
Universe: US large and mid cap companies
Investment Process:
Blend of Value and Growth:
Value Strategy
Strong record of paying dividends and/or the ability to increase their dividend levels and are lower priced than the broader market and/or similar companies in their respective industry.
Growth Strategy
- Portfolio with higher returns than the S&P 500 index.
- Above-average growth potential and reasonable stock prices in comparison with expected earnings.
- Leaders in their respective industries with sustainable competitive advantages
Adviser: Uncommon Investment
Advisors LLC.
Sub-Adviser: Portfolio Design Advisors, Inc.
Portfolio Managers: Wes Strode, CFA | Paul Knipping, CFA
Administrator: Ultimus Fund Solutions, LLC
Fund accountant: Ultimus Fund Solutions, LLC
Transfer agent: Brown Brothers Harriman & Co.
Custodian: Brown Brothers Harriman
& Co.
Distributor: Northern Lights
Distributors, LLC
Legal counsel: Stradley Ronon Stevens & Young, LLP
External accounting: CohnReznick LLP
Prospectus is here.
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