- What does USDX invest in?
- The SGI Enhanced Core ETF (USDX) seeks to generate current income and enhanced yield by utilizing a diversified portfolio of higher-yielding, high quality short-term money market instruments and ultra- short-term options strategies. Emphasizing reduced volatility through disciplined value investment, our goal is to outperform and receive higher dividend yields when compared to the underlying indices.
- What is the expense ratio of USDX?
- SGI Enhanced Core ETF (USDX) charges an expense ratio of 1.05%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is USDX?
- SGI Enhanced Core ETF (USDX) manages $364.5M 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 USDX actively managed or an index fund?
- USDX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was USDX launched?
- SGI Enhanced Core ETF (USDX) launched in February 2024 and is managed by Summit Global Investments.
- How has USDX performed?
- USDX'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.
