Fund Description |
CBTG is an actively-managed Exchange Traded Fund (ETF) that seeks long-term growth of capital by investing in companies positioned for exceptional secular growth in expanding markets. Driven by Cabot Wealth Network s highest-conviction domestic equity securities, the fund s portfolio aims to capture the benefit of research & development, technological advancements, and consumer and business trends outpacing the average market s returns. |
Fund Profile |
Fund Name |
Cabot Growth ETF |
Fund Exchange Ticker |
CBTG |
Fund Sponsor |
Cabot ETF |
Fund ISIN |
US53656F6152 |
Net Expense Ratio |
0.77 % |
Fund Inception Date |
30 December 2020 |
Fund Legal Structure |
ETF (Open end fund) |
Exchange |
BATS |
Listing Country Code |
US |
Fund Investment Objective |
ETF Type Specific |
US Equities - Broad Market & Size |
Asset Class |
Equities (Stocks) |
Index Linked |
Active |
Index Name |
Not Applicable |
Index Provider |
Not Applicable |
Currency Hedged |
No |
Inverse / Leveraged |
Not Applicable |
Developed / Emerging |
Developed Market Funds |
Market Capitalization Range |
Broad Market / Multi-Cap |
Growth Value |
Growth |
Continent |
North America |
Key Statistics |
Return As of Date |
16 April 2021 |
Asset Under Management |
38.64 Million (USD) |
1 Month Total Return |
-8.48 % |
Year To Date Return |
17.23 % |
1 Year Total Return |
|
3 Year Annualized Total Return |
|
NAV |
29.2715 |
Share Outstanding |
1,320,000 |