LifeGoal Wealth Builder ETF (WLTH)
- Previous Close
8.34 - Open
8.33 - Bid 3.33 x 4000
- Ask --
- Day's Range
8.32 - 8.32 - 52 Week Range
8.17 - 8.85 - Volume
3 - Avg. Volume
0 - Net Assets 7.81M
- NAV 8.32
- PE Ratio (TTM) 14.54
- Yield 3.79%
- YTD Daily Total Return 2.34%
- Beta (5Y Monthly) 0.00
- Expense Ratio (net) 0.34%
The fund invests in a portfolio of equity securities, debt securities, commodity-linked instruments and cash and cash equivalents. Under normal market conditions, the fund will invest its assets within the following ranges: 50-80% of its assets in equities, 20-50% of its assets in fixed income and cash and cash equivalents, and 0-15% of its assets in commodities. In selecting equity investments, the adviser mainly seeks securities that the adviser believes are undervalued.
lifegoalinvestments
Fund Family
Moderate Allocation
Fund Category
7.81M
Net Assets
2021-08-09
Inception Date
Performance Overview: WLTH
Trailing returns as of 6/20/2023. Category is Moderate Allocation.
Holdings: WLTH
Top 10 Holdings (66.51% of Total Assets)
Sector Weightings
Related ETF News
Research Reports: WLTH
LPSN: What does Argus have to say about LPSN?
LIVEPERSON INC has an Investment Rating of SELL; a target price of $3.000000; an Industry Subrating of High; a Management Subrating of Low; a Safety Subrating of Low; a Financial Strength Subrating of Low; a Growth Subrating of Low; and a Value Subrating of Low.
RatingPrice TargetLPSN: What does Argus have to say about LPSN?
LIVEPERSON INC has an Investment Rating of SELL; a target price of $3.000000; an Industry Subrating of High; a Management Subrating of Low; a Safety Subrating of Low; a Financial Strength Subrating of Low; a Growth Subrating of Low; and a Value Subrating of Low.
RatingPrice TargetLPSN: Lowering target price to $3.00
LIVEPERSON INC has an Investment Rating of SELL; a target price of $3.000000; an Industry Subrating of High; a Management Subrating of Low; a Safety Subrating of Low; a Financial Strength Subrating of Low; a Growth Subrating of Low; and a Value Subrating of Low.
RatingPrice TargetLPSN: Raising target price to $5.00
LIVEPERSON INC has an Investment Rating of SELL; a target price of $5.000000; an Industry Subrating of High; a Management Subrating of Low; a Safety Subrating of Low; a Financial Strength Subrating of Low; a Growth Subrating of Low; and a Value Subrating of High.
RatingPrice Target