ETF · Equity
HOM LifeGoal Home Down Payment Investment ETF
The fund is designed to assist investors in saving for a home down payment. Under normal market conditions, the fund will invest its assets within the following ranges: 60-95% of its assets in fixed income and cash and cash equivalents, 5-35% of its assets in equities, and 0-35% of its assets in a combination of underlying funds providing exposure to commodities, REITs and high yield debt securities. The adviser seeks to emphasize exposure to fixed income, in order to avoid excessive volatility of returns.
AUM
—
Expense ratio
34.00%
NAV
$8.64
USD
Holdings
2
LifeGoal Investments
1y return
—
Country allocation
0- No data.
Sector weighting
0- No data.
Concentration
Live · FMPDiversifiedTop 10 holdings0.0%
Top 25 holdings0.0%
0 total holdings · 100% in the long tail
Top holdings
0| Symbol | Name | Shares | Market value | Weight | Asset exposure |
|---|---|---|---|---|---|
| No holdings reported. | |||||