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KEAT
+2.72 · +9.29%
$31.98 · NASDAQ

Keating Active ETF (KEAT) ETF Analysis | Global Moderately Aggressive Allocation

Keating Investment Counselors Inc · USA
AUM:$120.7M
#– of – in Global Moderately Aggressive Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 36.3% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.85% — above average for this category.

What is KEAT?

The fund invests primarily in U. -listed equity securities, including common stock, preferred stock, real estate investment companies ("REITs"), and depositary receipts (e.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
KEAT delivered 36.3% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.85% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 68.8% of the ETF — significant weight in a small number of names.
ETF Information
AUM$120.7M
Expense Ratio0.85%
Dividend Yield2.33%
Holdings27
Inception DateMar 2024
Domicile–
Distribution–
Index–
ProviderKeating Investment Counselors Inc
Beta–
CategoryGlobal Moderately Aggressive Allocation
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.4%
1Y
+22.2%
3Y
+43.2%
5Y
+43.2%
OpenBook InsightIf you had invested £10,000 in KEAT 5 years ago, it would have grown to £14,319 — a gain of £4,319.

Annual Returns

Calendar year performance

KEAT delivered positive returns in 3 of the last 3 calendar years.
YearKEAT
2026 YTD+13.2%
2025+21.7%
2024+2.4%
CAGR 2yr+11.6%
3/3 positive yearsAvg return: +12.4%Worst year: +2.4% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
8.8%
Low
Momentum
+8.3%
30-day change
Support Level
33.12
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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