- What does SGRT invest in?
- SGRT is actively managed and invests in US companies, focusing on large-cap firms with a market-cap of $10 billion or more. Starting with the 850 largest US equities, a proprietary ranking process identifies the top 40% based on sales growth, new products, and quarter-over-quarter earnings. Short-term sales, revenue, and earnings growth are also analyzed using third-party stock evaluation tools to narrow the pool to 100 candidates. The fund selects 30 stocks, weighted by market-cap, with individual positions capped at 12% and a minimum of 1% of total assets. Companies are chosen for their above-market earnings growth potential relative to the S&P 500 Index benchmark. The fund invests across various market sectors without constraints. Positions are reassessed monthly.
- What is the expense ratio of SGRT?
- SMART Earnings Growth 30 ETF (SGRT) charges an expense ratio of 0.59%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SGRT?
- SMART Earnings Growth 30 ETF (SGRT) manages $50.4M 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 SGRT actively managed or an index fund?
- SGRT is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (SGRT's is 0.59%) in exchange for the discretion to over- or under-weight positions.
- When was SGRT launched?
- SMART Earnings Growth 30 ETF (SGRT) launched in August 2025 and is managed by Smart.
- How has SGRT performed?
- SGRT'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.
