US Direct Indexing
US Direct Indexing is a strategy which provides exposure to the total US stock market by buying up to roughly 600 of the largest individual US stocks in addition to ETFs to represent smaller companies. Holding individual stocks increases the potential Tax-Loss Harvesting Yield compared to holding a single ETF. US Direct Indexing is appropriate for investors seeking long-term growth, and is subject to equity market risk.
- PriceThe closing price on the previous trading day.
- Risk ratingWe base risk ratings on the volatility, or the size and frequency of price fluctuations, of the investment. Typically, a more volatile investment has a higher risk rating.
- Expense ratioThe percentage of fund assets used to cover operating expenses and management fees.
- 52-week highThe highest share price in the past year.
- 52-week lowThe lowest share price in the past year.
- Dividend yieldThe average percentage of dividends paid relative to the share price over the past year.
- Net assetsThe total value of all assets held by the fund.
- VolumeThe average trading volume over the past 90 days.
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