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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
WSGE returned +0.0% over the past year, broadly in line with flat market conditions.What is WSGE?
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in equity securities selected by Warren Street Wealth Advisors, LLC (the "Sub-Adviser") that provide exposure to companies of all sizes located around the world. Under normal circumstances, at least 80% of the fund"s net assets (plus the amount of any borrowings for investment purposes) will be invested in equity securities.
Performance Highlights
Investment Breakdown
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