Strategas Global Policy Opportunities ETF

Frequently Asked Questions About SAGP

What does SAGP invest in?

This actively managed exchange-traded fund (ETF) endeavors to meet its objective by predominantly investing in the equity shares of both U.S. and international corporations. These companies are selected based on their active involvement in shaping public policy through their lobbying activities conducted in Washington D.C. Strategas Asset Management, LLC, serving as the adviser, regards corporate lobbying as an unconventional and often overlooked metric in assessing a company's value. The fund retains the discretion to, at various times, allocate a considerable portion of its total assets to securities issued by companies operating in specific sectors, or those domiciled in particular non-U.S. countries or regions.

What is the expense ratio of SAGP?

Strategas Global Policy Opportunities ETF (SAGP) charges an expense ratio of 0.65%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SAGP?

Strategas Global Policy Opportunities ETF (SAGP) manages $77.9M 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 SAGP actively managed or an index fund?

SAGP is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (SAGP's is 0.65%) in exchange for the discretion to over- or under-weight positions.

When was SAGP launched?

Strategas Global Policy Opportunities ETF (SAGP) launched in January 2022 and is managed by Strategas.

How has SAGP performed?

SAGP'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.