- What does YOKE invest in?
- YOKE is an actively managed ETF that invests tactically across broad US and non-US equity markets. It aims to hold one-third of its assets in each of the following strategies based on: i) momentum, ii) quality, and ii) risk-on/ risk-off environment. For momentum, the fund identifies the current stage of the business cycle and selects securities that display positive momentum. For quality, the fund employs proprietary qualitative and quantitative fundamental indicators to assess attractiveness and future returns. Lastly, the risk-on/risk-off strategy adjusts investments based on market valuations and risk levels, shifting towards defensive equity positions when necessary. While the fund generally buys securities directly, it may also invest in cost-efficient ETFs. Foreign exposure is typically attained through investments in ADRs and GDRs, as well as ETFs with exposure to developed market equities. Portfolio holdings are generally sold at the discretion of the adviser.
- What is the expense ratio of YOKE?
- YOKE Core ETF (YOKE) charges an expense ratio of 0.30%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is YOKE?
- YOKE Core ETF (YOKE) manages $205.8M 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 YOKE actively managed or an index fund?
- YOKE is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (YOKE's is 0.30%) in exchange for the discretion to over- or under-weight positions.
- When was YOKE launched?
- YOKE Core ETF (YOKE) launched in February 2025 and is managed by Yoke.
- How has YOKE performed?
- YOKE'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.
