- What does SEMG invest in?
- The Suncoast Select Growth ETF is an actively managed exchange-traded fund that seeks to achieve long-term capital appreciation by investing in a concentrated portfolio of 15–30 high-quality U.S. growth companies. The fund employs the SEM Disciplined Investment System (SEM-DIS), a bottom-up fundamental stock selection approach blending value and growth principles. The strategy focuses on companies with strong financial performance, favorable growth prospects, and aligned management teams, aiming to identify those trading at reasonable valuations compared to their intrinsic value.
- What is the expense ratio of SEMG?
- Suncoast Select Growth ETF (SEMG) charges an expense ratio of 0.60%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SEMG?
- Suncoast Select Growth ETF (SEMG) manages $58.3M 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 SEMG actively managed or an index fund?
- SEMG is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (SEMG's is 0.60%) in exchange for the discretion to over- or under-weight positions.
- When was SEMG launched?
- Suncoast Select Growth ETF (SEMG) launched in May 2025 and is managed by Suncoast.
- How has SEMG performed?
- SEMG'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.
