Carbon Strategy ETF

Frequently Asked Questions About KARB

What does KARB invest in?

The fund is an actively managed ETF that seeks capital appreciation by gaining exposure to the global carbon credit market. The fund invests in carbon credit futures contracts, which are commodity futures contracts linked to the value of emission allowances. The fund also may invest in (i) ETFs that provide exposure to government or investment grade corporate fixed income securities with maturities up to 12 months; (ii) money market funds; and (iii) cash and cash equivalents. It is non-diversified.

What is the expense ratio of KARB?

Carbon Strategy ETF (KARB) charges an expense ratio of 1.31%. This is the annual fee deducted from fund assets to cover management and operations.

How big is KARB?

Carbon Strategy ETF (KARB) manages $841,586 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 KARB actively managed or an index fund?

KARB is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (KARB's is 1.31%) in exchange for the discretion to over- or under-weight positions.

When was KARB launched?

Carbon Strategy ETF (KARB) launched in September 2022 and is managed by the fund issuer.

How has KARB performed?

KARB'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.