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| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | ▲ +0.7% | ▲ +0.0% | ▼ −4.6% | ▼ −2.8% | — | — | — | ▼ −3.7% |
| Peer average | ▲ +1.0% | ▲ +3.6% | ▲ +0.2% | ▲ +13.6% | ▲ +14.5% | ▲ +66.0% | ▲ +43.1% | — |
| S&P 500 · VOO | ▼ −0.4% | ▲ +0.9% | ▲ +3.3% | ▲ +13.8% | ▲ +13.3% | ▲ +88.8% | ▲ +81.9% | — |
TSCM is an actively managed exchange-traded fund that concentrates its investments in a select, high-conviction collection of U.S. mid-sized companies. These companies are chosen for their robust growth potential and impressive profitability, evidenced by metrics like strong sales and earnings expansion, alongside effective capital deployment. The fund's managers employ a meticulous, bottom-up research approach to pinpoint and acquire these high-quality, growth-oriented businesses. They continuously oversee and adjust the portfolio, carefully weighing both fundamental company details and potential risks. Holdings are divested either when their target valuations are achieved or if the underlying company no longer satisfies the established operational or growth benchmarks. The portfolio's composition can extend beyond common and preferred equities to include convertible bonds, rights, warrants, and occasionally, smaller allocations to other assets such as real estate investment trusts. The overarching objective is to ensure the portfolio's growth and profitability metrics are comparable to, or surpass, those of the Russell Midcap Growth Index.
Distribution yield and SEC yield use different methodologies. Payouts may include income, capital gains, or return of capital.
Verified payout history is unavailable.
Estimated annual expense excludes trading costs and assumes constant assets. Fee waivers and fund costs can change.
Historical risk measures describe past behavior and do not predict future returns.
Hear the strategy from the people behind TSCM.