WLTHLifeGoal Wealth Builder ETF
WLTH Fund Description
WLTH is an actively managed fund-of-funds that allocates to equities, debt securities and commodity-linked instruments. The fund seeks long-term capital growth.
WLTH Factset Analytics Insight
WLTH seeks to provide long-term capital appreciation by allocating its assets to 25-90% equities, 5-50% fixed income, and 0-15% commodities. Such exposure can be obtained indirectly through investment in mutual funds and ETFs, which are selected by the fund adviser using its own proprietary research based on various factors, including ESG criteria. Fixed income exposure may be made up of debt securities of any kind and any maturities. Up to 50% of the portfolio may be invested in high yield bonds and distressed securities. Equity securities are mainly those believed to be undervalued, and include common and preferred stocks, rights and warrants, or other instruments whose value is linked to stock. The adviser has considerable flexibility to look for investments in markets around the world that it believes will meet the Wealth Builder fund’s goal.
WLTH Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of WLTH. WLTH is rated a N/A out of 5.
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.