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KRE - S&P Regional Banking ETF SPDR

S&P Regional Banking ETF SPDR logoThe Sterling Capital Focus Equity ETF is an actively managed fund that seeks long-term capital appreciation by investing in a portfolio of US equities. The fund invests in companies of all sizes and across various sectors, and the portfolio is constructed based on the fund manager's analysis of fundamental and quantitative factors.

As of the most recent report, the fund had total assets under management of approximately $33 million and an expense ratio of 0.59%. The fund's top holdings included companies such as Apple, Microsoft, Amazon, Facebook, and Alphabet, among others. The fund has a relatively concentrated portfolio, with its top 10 holdings representing approximately 42% of the total portfolio.

In terms of performance, the Sterling Capital Focus Equity ETF has performed well in recent years. As of the end of 2021, the fund had a year-to-date return of approximately 30.8%, a one-year return of approximately 31.2%, and a three-year average annual return of approximately 22.6%.

Overall, the Sterling Capital Focus Equity ETF offers investors exposure to a diversified portfolio of US equities with a focus on long-term capital appreciation. However, investors should be aware of the risks associated with investing in equities, which include market volatility and the possibility of losing money. Additionally, the fund's active management strategy may result in higher fees compared to passive index funds.




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