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ETFs

KNGS
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Dec 30 2020
Expense Ratio
0.60%
Type
Global Equities
Fund Owner
Upholdings ETF
Volume (1m avg. daily)
$44,268
AUM
$7,501,199
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

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Invest with KNGS

What is KNGS?

The Fund is an actively-managed exchange-traded fund ( ETF ) that seeks to achieve its investment objectives by investing in securities that the Fund s Adviser and Sub-Adviser (Upholdings) believe offer the most attractive risk and return potential. Upholdings selects investments for the Fund s portfolio based on its own proprietary research. The Fund generally invests in securities that Upholdings believes have the potential to compound at a higher rate than the S&P 500 Index over multi-year periods. The Fund will invest at least 60% of its total net assets in equity securities of companies of medium and large market capitalizations located in both the United States and China, primarily via Hong Kong listed securities. The Fund will also invest in other international markets, including emerging markets.In addition to securities of operating companies, Upholdings may recommend that the Fund invest in real estate investment trusts (REITs), business development companies (BDCs), convertible securities, preferred stocks, and exchange-traded funds (ETFs). When doing so, Upholdings follows the same research process: determine how much cash the entities can generate and whether there are opportunities for management to continue to reinvest at above average rates of return. The Fund may also hold U.S. government securities, bonds, cash, and cash equivalents for defensive purposes and during periods when the Upholdings is unable to identify securities that meet its investment criteria. Absent unusual market conditions, the Fund does not intend to maintain large cash balances for prolonged periods.

ETFs related toKNGS

ETFs correlated to KNGS include FDN, WEBL, PNQI

KNGS
EA Series Trust - UPHOLDINGS Compound Kings ETF
FDN
First Trust Exchange-Traded Fund III - First Trust Dow Jones Internet Index Fund
WEBL
Direxion Shares ETF Trust - Direxion Daily Dow Jones Internet Bull 3X Shares
PNQI
Invesco Capital Management LLC - Invesco NASDAQ Internet ETF
TECB
iShares Trust - iShares U.S. Tech Breakthrough Multisector ETF
SKYY
First Trust Exchange-Traded Fund III - First Trust Cloud Computing ETF
IGM
BlackRock Institutional Trust Company N.A. - iShares Expanded Tech Sector ETF
IGV
BlackRock Institutional Trust Company N.A. - iShares Expanded Tech-Software Sector ETF
TCHP
T. Rowe Price ExchangeTraded Funds Inc - T. Rowe Price Blue Chip Growth ETF
XSW
SPDR Series Trust - SPDR S&P Software & Services ETF
FBCG
Fidelity Covington Trust - Fidelity Blue Chip Growth ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toKNGS

#EMH

Emerging Markets with a Bond Hedge

Category

Momentum, Be Risk Aware, Diversification

Risk Rating

Aggressive

#PTI

Pick the Trending Index

Category

Momentum, Grow Your Portfolio, Ride the Momentum

Risk Rating

Aggressive

Create your own algorithmic trading strategy with KNGS using Composer

FAQ

KNGS is a Global Equities ETF. The Fund is an actively-managed exchange-traded fund ( ETF ) that seeks to achieve its investment objectives by investing in securities that the Fund s Adviser and Sub-Adviser (Upholdings) believe offer the most attractive risk and return potential. Upholdings selects investments for the Fund s portfolio based on its own proprietary research. The Fund generally invests in securities that Upholdings believes have the potential to compound at a higher rate than the S&P 500 Index over multi-year periods. The Fund will invest at least 60% of its total net assets in equity securities of companies of medium and large market capitalizations located in both the United States and China, primarily via Hong Kong listed securities. The Fund will also invest in other international markets, including emerging markets.In addition to securities of operating companies, Upholdings may recommend that the Fund invest in real estate investment trusts (REITs), business development companies (BDCs), convertible securities, preferred stocks, and exchange-traded funds (ETFs). When doing so, Upholdings follows the same research process: determine how much cash the entities can generate and whether there are opportunities for management to continue to reinvest at above average rates of return. The Fund may also hold U.S. government securities, bonds, cash, and cash equivalents for defensive purposes and during periods when the Upholdings is unable to identify securities that meet its investment criteria. Absent unusual market conditions, the Fund does not intend to maintain large cash balances for prolonged periods.

Yes, KNGS is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, KNGS is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on KNGS is 0.0019%. This is the percent change in the value of KNGS over the most recent 1-month period. The 3-month return on KNGS is 0.0225%. This is the percent change in the value of KNGS over the most recent 3-month period.

The standard deviation of KNGS for the past year is 0.3714%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to KNGS include FEZ, VEA, and VWO.

ETFs correlated to KNGS include FDN, WEBL, and PNQI.

ETFs that are inversely correlated to KNGS include WEBS, BERZ, and QID.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.