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BVAL

Bluemonte Large Cap Value ETF Equity
Bluemonte ·Est. 2025 ·US · bluemontefunds.com/bval · ← All ETFs
$30.08
-0.79% (-0.24)
AUM $233.8M
Expense 25.00%
52w Low $25.31 95.1% of range 52w High $30.32
50d MA $28.87 200d MA $27.85
NAV $29.18
AUM $233.8M
Expense 25.00%
Holdings 0
Avg Volume
Inception Jun 19, 2025
Issuer Bluemonte
Exchange
Domicile US
ISIN US3015053925
50d MA $28.87
200d MA $27.85
About
The investment seeks to track the performance, before fees and expenses, of the EQM Brand Value Index (the "index"). Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index measures the performance of up to 50 publicly-traded U.S. companies based on a propriet…
Sector Exposure
Technology 18.2%
Financial Services 16.8%
Industrials 11.9%
Healthcare 11.9%
Consumer Cyclical 8.8%
Consumer Defensive 8.6%
Energy 7.4%
Communication Services 5.3%
Utilities 4.5%
Real Estate 3.5%
Basic Materials 3.2%
Cash & Others 0.0%