ARKXARK Space Exploration & Innovation ETF
ARKX Fund Description
ARKX actively selects global companies engaged in space exploration and innovation. The fund seeks long-term capital growth.
ARKX Factset Analytics Insight
ARKX is the first actively managed fund that targets the global space exploration and innovation industry. The fund advisor defines ‘space exploration’ as leading, enabling, or benefitting from technologically enabled products and/or services that occur beyond the surface of the Earth, and ‘innovation’ as the introduction of a technologically enabled new product or service that the advisor expects to change an industry landscape. Space exploration-related companies include orbital and suborbital aerospace, enabling technologies, and beneficiaries of aerospace activities, such as agriculture, GPS, and imaging. The fund typically holds a concentrated portfolio of 40 to 55 domestic and foreign securities, selected using a proprietary methodology that combines both ‘top down’ information (economy-wide analysis) and ‘bottom up’ criteria (fundamental and quantitative metrics for individual firms), along with ESG considerations.
ARKX MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
ARKX Portfolio Data
ARKX Index Data
ARKX Portfolio Management
ARKX Tax Exposures
ARKX Fund Structure
ARKX Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ARKX. ARKX is rated a N/A out of 5.
ARKX Performance Statistics
ARKX Benchmark Comparison Summary
ARKX Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.