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The fund’s investment strategy is to seek to grow the capital by investing in high quality companies that are favored by prominent long-term investors (“Gurus”) and at reasonable prices. The fund’s investment sub-adviser, GuruFocus Investments, LLC (the “Sub-Adviser”) tracks the equity portfolio holdings of approximately twenty Gurus. To be considered a Guru, the investor must have a long-term, publicly available, track record of at least ten years. In addition, the Guru must follow an investment strategy of investing in companies that the Guru considers to be high-quality.
Is GFGF's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
Guru Favorite Stocks ETF (NASDAQ: GFGF - Get Free Report) shares traded up 0.5% on Thursday. The stock traded as high as $35.20 and last traded at $35.17. 2,306 shares changed hands during trading, an increase of 156% from the average session volume of 900 shares. The stock had previously closed at $35.00. Guru Favorite
The ETF market is more crowded than ever. With well over 4,000 U.S.-listed ETFs — more funds than U.S. stocks — differentiation has become its own strategy.
GFGF and GURU ETFs implement strategies based on portfolios of influential investors with public track records. GFGF is more concentrated and growth-oriented, while GURU is more diversified with a value tilt. GFGF has a shorter and better track record than GURU, but both funds have underperformed the S&P 500 since inception.
With a volatile market, inflation and more than a little anxiety over the possibility of recession, interest in the All-Weather Portfolio originated by Ray Dalio (Trades, Portfolio) is up.
In our latest video, we take a deeper look into the Most Broadly Held Portfolio, which beat the market in 14 of the last 17 years. This model portfolio was used to develop the Guru Favorite Stocks ETF ( GFGF , Financial) and seeks to answer questions regarding what types of returns can be gained by investing like the world's greatest investors.