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MKAM
+0.78 · +2.58%
$30.95 · NASDAQ
AUM:$12.1M
#– of – in Moderate 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 8.0% over the past year, showing positive momentum.Cost Efficiency
Ongoing charge of 0.96% — above average for this category.What is MKAM?
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in U. equity securities that generally mimic the performance of the S&P 500 Index while attempting to reduce volatility and mitigate drawdowns.
Performance Highlights
Returns (%)
Top Sectors (%)
Investment Breakdown
Positive 1-Year Return
MKAM returned 8.0% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.96% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 86.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$12.1M
Expense Ratio0.96%
Dividend Yield2.54%
Holdings3
Inception DateApr 2023
Domicile–
Distribution–
Index–
ProviderMKAMETF
Beta–
CategoryModerate Allocation
CurrencyUSD
Portfolio Impact
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6168
+7 points · better diversified