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KVLE - KS Kfa Value Line Dynamic Core Equity ETF

KS Kfa Value Line Dynamic Core Equity ETF logoThe KVLE ETF, or the KS KFA Value Line Dynamic Core Equity ETF, is an exchange-traded fund that seeks to track the Value Line Dynamic Core Equity Index. The index is designed to provide exposure to a diversified portfolio of US equities by selecting stocks from the universe of the Value Line Universe.

As of the most recent report, the fund had total assets under management of approximately $23 million and an expense ratio of 0.71%. The fund's top holdings included companies such as Alphabet Inc., Microsoft Corporation, Amazon.com Inc., and Apple Inc., among others. The fund has a relatively diversified portfolio, with its top 10 holdings representing approximately 22% of the total portfolio.

In terms of performance, the KVLE ETF has performed well in recent years. As of the end of 2021, the fund had a year-to-date return of approximately 25.5%, a one-year return of approximately 27.1%, and a three-year average annual return of approximately 17.8%.

The KVLE ETF offers investors exposure to a diversified portfolio of US equities with a focus on strong fundamentals and a dynamic approach to stock selection. 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 relatively high expense ratio may make it less attractive to some investors compared to passive index funds with lower fees.

 



 

 

 
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