FLDZRiverNorth Volition America Patriot ETF
FLDZ Fund Description
FLDZ is actively managed to invest in large- and midcap US stocks. The fund commits to donating the majority of its sub-advisory fee or 100% of its net profit, in the form of its management fee to the Folds of Honor Foundation.
FLDZ Factset Analytics Insight
FLDZ offers core US equity exposure while seeking to deliver impact investing. The fund provides an alternative approach to charity. The actively managed fund holds large- and midcap companies that are domiciled and listed in the US. In addition, firms must have a market capitalization over $5 billion and generate at least 90% of its revenue from its activities in the US to be eligible for inclusion. The diversified portfolio is constructed at the fund adviser’s discretion, without any sector or industry constraints. Majority of the fund’s sub-advisory fee or 100% of its net profit, derived from fund management will be donated to the Folds of Honor Foundation, a non-profit organization that provides educational scholarships to the families of military men and women who have fallen or been disabled while on duty in the US armed forces. Investors should note that the fund’s chosen foundation does not have any influence on its holdings and operations.
FLDZ Summary Data
FLDZ Portfolio Data
FLDZ Index Data
FLDZ Portfolio Management
FLDZ Tax Exposures
FLDZ Fund Structure
FLDZ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FLDZ. FLDZ is rated a N/A out of 5.
FLDZ Performance Statistics
FLDZ Benchmark Comparison Summary
FLDZ 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.