Democratic Large Cap Core ETF

Frequently Asked Questions About DEMZ

What does DEMZ invest in?

The index is a subset of the S&P 500 Index designed to provide exposure to large capitalization companies that make political contributions to Democratic Party candidates and political action committees above a certain threshold. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of companies included in the index.

What is the expense ratio of DEMZ?

Democratic Large Cap Core ETF (DEMZ) charges an expense ratio of 0.45%. This is the annual fee deducted from fund assets to cover management and operations.

How big is DEMZ?

Democratic Large Cap Core ETF (DEMZ) manages $51.4M 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 DEMZ actively managed or an index fund?

DEMZ is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (DEMZ's is 0.45%) because there's no security selection cost.

When was DEMZ launched?

Democratic Large Cap Core ETF (DEMZ) launched in November 2020 and is managed by RAM.

How has DEMZ performed?

DEMZ'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.