Key stats
About Running Oak Efficient Growth ETF
Expense ratio
0.58%
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Inception date
Jun 7, 2023
RUNN invests in US stocks using an Efficient Growth discipline, which is a long-only blend of growth and value. The fund employs a bottom-up approach based on a proprietary framework that seeks quality companies perceived to exhibit the greatest combination of value and growth significantly higher than the average of the S&P 500 Index, while also avoiding stocks with downside volatility characteristics. Stocks that have downside volatility characteristics are those that have historically been associated with greater-than-average downward movements, including high debt-to-capitalization ratios, highly valued growth stocks, and stocks with high sensitivity to market risks. The fund sets limits to any one industry at 15% and non-US companies at 20%. The portfolio holds 50-70 stocks, which are roughly weighted equally. The actively managed fund may, at times during defensive positions, invest in cash and cash equivalents.
Classification
What's in the fund
Exposure type
Technology Services
Producer Manufacturing
Electronic Technology
Finance
Stock breakdown by region