Strategas Global Policy Opportunities ETF

Frequently Asked Questions About SAGP

What does SAGP invest in?

The fund is an actively-managed exchange-traded fund (“ETF”) that seeks to achieve its objective by investing principally in the common stocks of U.S. and non-U.S. companies interested in influencing public policy through their lobbying activity in Washington D.C. Strategas Asset Management, LLC (the “Adviser”) considers lobbying a nontraditional and largely unrecognized factor in company analysis. It may, from time to time, invest a significant portion of its total assets in securities of companies in certain sectors or located in particular countries or regions outside the U.S.

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 $59.4M 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 SAGP actively managed or an index fund?

SAGP's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

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.