Collaborative Investment - Mindful Conservative ETF

Profitability for 1 year: 3.52%
Commission: 1.1%
Category: Diversified Portfolio

21.85 $

+0.034 $ +0.16%
20.82 $
22.29 $

Min/max per year

Main settings

10 year return 0
3 year return 0.79
5 year return 0
Annual return 3.61
Asset size Multi-Cap
Asset type Multi-Asset
Average P/BV 2.51
Average P/E 16.33
Average P/S 1.73
Commission 1.1
Country USA
Currency usd
Div. yield 3.37
Focus Target Risk
Foundation date 2021-11-02
Full name Collaborative Investment - Mindful Conservative ETF
ISO country US
Index ACTIVE - No Index
Number of companies 16
Owner Mohrfunds
Region Global
Region Broad
Strategy Active
Website link
segment Asset Allocation: Global Target Risk
Change per day +0.16% (21.82)
Change per week +0.4% (21.7677)
Change per month +0.85% (21.67)
Change per 3 month -1.31% (22.145)
Change per half year -0.79% (22.028)
Change per year +3.52% (21.11)
Change per 3 year +1.13% (21.61)
Change per year to date +0.65% (21.712)

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Description Collaborative Investment - Mindful Conservative ETF

The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund"s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as "junk bond" credit quality).