- What does AESR invest in?
- The fund is an actively managed exchange traded fund that normally invests at least 80% of its net assets, including any borrowings for investment purposes, in a diversified portfolio of ETFs that each invest at least 80% of their assets in U.S. equity securities, as well as directly in individual U.S. equity securities.
- What is the expense ratio of AESR?
- Anfield U.S. Equity Sector Rotation ETF (AESR) charges an expense ratio of 0.97%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is AESR?
- Anfield U.S. Equity Sector Rotation ETF (AESR) manages $249.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is AESR actively managed or an index fund?
- AESR is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (AESR's is 0.97%) in exchange for the discretion to over- or under-weight positions.
- When was AESR launched?
- Anfield U.S. Equity Sector Rotation ETF (AESR) launched in December 2019 and is managed by Horizon Funds.
- How has AESR performed?
- AESR's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
