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Yahoo finance stocks converse7/25/2023 The Fund intends to invest in companies with measurable high ESG ratings relative to their sector peers, and screen out particular companies that do not meet its ESG criteria. Brokerage commissions will reduce returns.ĮSG investing risk is the risk stemming from the Environmental, Social, and Governance factors that the Fund applies in selecting securities. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. The formula-based strategy employed by some Funds may cause those Funds to buy or sell securities at times when it may not be advantageous.ĮTFs are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF’s shares may trade at a premium or discount to its net asset value, an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a Fund’s ability to sell its shares. Funds that invest in pooled investment vehicles (including ETFs) may experience higher fees. Mortgage- and asset-backed securities are subject to prepayment risk, which is the risk that the borrower will prepay some or all of the principal owed to the issuer. Investments in lower-rated and non-rated securities present a greater risk of loss to principal and interest than higher-rated securities. The risk is greater for longer-term debt securities. Investments in debt securities typically decrease in value when interest rates rise. A fund that concentrates its investments within one country, one sector, or a small group of industries, such as Japan, Technology, Financials, or Energy, may be subject to a higher degree of market risk. A non-diversified fund, which may concentrate its assets in fewer individual holdings than a diversified fund, is more exposed to individual stock volatility than a diversified fund. The Focus, Total Return, Balanced, Large Cap Financial, Small Cap Financial, and Midstream Funds are considered non-diversified funds. Investments in foreign securities may involve political, economic, and currency risks, greater volatility, and differences in accounting methods. ![]() Small and medium-sized companies may have more limited liquidity and greater price volatility than larger companies. ![]() Current and future holdings are subject to risk.
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