Development
D
Knowledge Leaders Developed World ETF KLDW
NYSE Arca
Recommendation
Closing Price
NAV
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Risk
Fund Information
Fund Type
ETF
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
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Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
None
Performance
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Beta
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Forward Dividend Yield
Price
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NAV
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Standard Deviation
Company Information
Provider
Knowledge Leaders Capital
Manager/Tenure
(Years)
Steven C. Vannelli (3)
Address
1600 Broadway
Suite 1600
Denver CO - 80202
Country
United States
Phone Number
303-763-1810
Investment Strategy
The investment seeks to provide long-term capital appreciation. The fund invests primarily in equities the advisor considers to be highly innovative companies or “knowledge leaders.” The portfolio will include a diversified mix of mid- and large-cap companies from the developed world including North America, Europe and Asia. Under normal circumstances, at least 80% of the fund’s assets will be invested in securities the fund’s advisor identifies as knowledge leaders at the time of investment, with not more than 25% in any one industry.