DUAL

AUM $637KER 0.85%NAV $25.48Holdings

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

N/A

Avg Volume

Dividend Yield

Expense Ratio

0.85%

AUM

$637K

Shares Outstanding

25.0K

Sector Breakdown

SectorWeight %
Communication Services24.96%
Financial Services24.75%
Technology11.69%
Consumer Cyclical10.91%
Healthcare9.28%
Consumer Defensive8.05%
Industrials4.86%
Real Estate2.12%
Basic Materials1.74%
Energy1.45%
Utilities0.20%

Fund Information

Inception Date
Aug 11, 2020
Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the North Shore Dual Share Class Index (the "index"). The fund normally invests at least 80% of its total assets in securities of the index. The index is designed to track the performance of "dual class stock" companies - companies that issue at least two share classes of common stock, generally one to the investing public, and the other to the company's founders and executives ("Dual Share Class Companies"). It employs a "passive management" investment strategy designed to track the performance of the index.

Similar ETFs

SymbolNameAUM
XLCState Street Communication Services Select Sector SPDR ETF$25.89B
VOXVanguard Communication Services ETF$5.80B
SRLNState Street Blackstone Senior Loan ETF$5.00B
SJNKState Street SPDR Bloomberg Short Term High Yield Bond ETF$4.75B
SCHYSchwab International Dividend Equity ETF$2.23B

The North Shore Dual Share Class ETF (DUAL) is an exchange-traded fund that launched on Aug 11, 2020. It currently manages $637K in assets under management. The fund charges an expense ratio of 0.85%. It falls under the Communication Services category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

Current Price

52-Week Low

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricDUALCommunication Services(85 ETFs)Communication Services(11 ETFs)
Fund Info
Expense Ratio0.85%0.59%0.51%
AUM$637K$720.9M$823.1M
Dividend Yield4.62%1.27%
Avg Volume280.9K198.2K
Holdings11436
Performance
1-Month Return+4.74%+6.23%
6-Month Return-4.21%+5.97%
YTD Return-2.78%+3.70%
1-Year Return+15.25%+34.75%

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