Capital Link Global Fintech Leaders ETF

  • KOIN

10900 HEFNER POINTE DRIVE,SUITE 400
OKLAHOMA CITY , OK, 73120

Rank

Rank Universe
8 15

Summary

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

As part of its strategy, the fund employs a passive management investme More

Webiste

Directors

Feb 13, 2024
  • Mark Zurack
  • Timothy Jacoby
  • Linda Petrone
  • J. Garrett Stevens
  • Stuart Strauss

Chief Compliance Officer

  • Matthew B. Fleischer

Price

  • $ 33.16 ( -0.24 )
  • May 22, 2024
    Last Close
  • Net Assets
  • $12.9M
    Jan 26, 2024
  • 52-Week High/Low
  • $33.5 - $31.1

  • Expense Ratio
  • -

Performance

YTD

0%

3 Year

-47.23%

5 Year

26.05%

Best

300%

2002

Worst

-50.11%

2013

Company Name

Holding

Rakuten Group, Inc. 3.64 %
Monex Group, Inc. 3.46 %
SALESFORCE, INC. 3.28 %
SBI Holdings, Inc. 3.25 %
INTERCONTINENTAL EXCHANGE, INC. 3.25 %
AMAZON.COM, INC. 3.19 %
TMX Group Limited 3.15 %
Mercedes-Benz Group AG 3.13 %
SAP SE 3.12 %
INTUIT INC. 3.07 %
More 3.07 %

Documents

Prospectus

link

Annual Reports

link

Fact Sheet

NAV

Annual Return

Alpha - KOIN and S&P