YOKE Core ETF

Frequently Asked Questions About YOKE

What does YOKE invest in?

The YOKE Core ETF is an actively managed fund that strategically invests in both U.S. and international equity markets. Its investment methodology divides assets equally among three core strategies: momentum, quality, and a dynamic risk-on/risk-off approach. For its momentum strategy, the fund analyzes the current phase of the business cycle to identify and select securities exhibiting positive price trends. The quality strategy utilizes a unique combination of proprietary qualitative and quantitative fundamental indicators to determine a company's attractiveness and potential for future growth. Lastly, the risk-on/risk-off strategy proactively adjusts investments based on market valuations and perceived risk levels, reallocating towards more defensive equity positions when market conditions warrant. While the fund primarily purchases securities directly, it also has the option to invest in cost-efficient exchange-traded funds. Exposure to foreign markets is typically gained through investments in American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs), and ETFs focused on developed market equities. The sale of portfolio holdings is generally determined at the discretion of the investment adviser.

What is the expense ratio of YOKE?

YOKE Core ETF (YOKE) charges an expense ratio of 0.31%. This is the annual fee deducted from fund assets to cover management and operations.

How big is YOKE?

YOKE Core ETF (YOKE) manages $225.1M 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 0.31%) 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.