Wedbush Laffer Tengler New Era Value ETF

Frequently Asked Questions About TGLR

What does TGLR invest in?

This actively managed fund aims to achieve its investment objectives by strategically investing in high-quality, large-capitalization companies. The Sub-Adviser focuses on selecting firms believed to possess strong potential for increasing both earnings and dividends, in addition to offering a dividend yield that surpasses the broader market. To identify these opportunities, the fund's strategy incorporates two key valuation metrics, Relative Dividend Yield (RDY) and Relative Price-to-Sales Ratio (RPSR), which the Sub-Adviser considers consistent indicators of a company's intrinsic value. It is important to note that this fund maintains a non-diversified portfolio.

What is the expense ratio of TGLR?

Wedbush Laffer Tengler New Era Value ETF (TGLR) charges an expense ratio of 0.85%. This is the annual fee deducted from fund assets to cover management and operations.

How big is TGLR?

Wedbush Laffer Tengler New Era Value ETF (TGLR) manages $35.7M 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 TGLR actively managed or an index fund?

TGLR is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (TGLR's is 0.85%) in exchange for the discretion to over- or under-weight positions.

When was TGLR launched?

Wedbush Laffer Tengler New Era Value ETF (TGLR) launched in August 2023 and is managed by Wedbush.

How has TGLR performed?

TGLR'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.