Essential 40 Stock Etf Profile

ESN Etf   15.57  0.06  0.39%   

Performance

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Essential is selling at 15.57 as of the 24th of November 2024; that is 0.39 percent increase since the beginning of the trading day. The etf's open price was 15.51. Essential has hardly any chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for Essential 40 Stock are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2022 and ending today, the 24th of November 2024. Click here to learn more.

Essential Etf Highlights

IssuerKKM Financial
Inception Date2024-10-22
BenchmarkEssential 40 Stock Index
Entity TypeRegulated Investment Company
Asset Under Management81.76 Million
Asset TypeEquity
CategoryStrategy
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorUltimus Fund Solutions, LLC
AdvisorKKM Financial LLC
CustodianU.S. Bank, N.A.
DistributorNorthern Lights Distributors, LLC
Portfolio ManagerJeff Kilburg, Dan Deming
Transfer AgentUltimus Fund Solutions, LLC
Fiscal Year End31-May
ExchangeNASDAQ
Number of Constituents43.0
Market MakerGTS
Total Expense1.24
Management Fee0.5

Essential 40 Stock Currency Exposure

Essential 40 Stock holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Essential will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Essential 40 Stock.

Essential 40 Stock Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Essential. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Essential Against Markets

Essential Related Equities

One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Essential etf to make a market-neutral strategy. Peer analysis of Essential could also be used in its relative valuation, which is a method of valuing Essential by comparing valuation metrics with similar companies.
 Risk & Return  Correlation