Generally, the Advisor buys and sells securities for the Portfolio with the goals of: (i) delaying and minimizing the realization of net capital gains (e.g., selling stocks with capital losses to offset gains, realized or anticipated); and (ii) maximizing the extent to which any realized net capital gains are long-term in nature (i.e., taxable at lower capital gains tax rates). The Portfolio is de… read more
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ETF
Equity
- years
10137 holdings
$30.58
Price+0.46%
$0.14
$8.901b
Mid
$562.011k
Avg Volume$6.705b
$25.02
NAV0.28%
Expense Ratio4.74%
Yield$1.45
Dividend