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Equity · Estados Unidos
BWQG · CBOE · Burke Wealth Management · domicilio Estados Unidos
Reparto
Acumula
TER anual
0,7%
Patrimonio
35,49 M USD
ETF de acumulación: no reparte dividendo
BWQG primarily invests in US large-cap companies that the fund adviser believes combine high-quality business characteristics with above-average long-term growth potential. The fund may also invest in mid- and small-cap companies. Using a bottom-up fundamental approach, the portfolio emphasizes companies with strong financial health, durable competitive advantages, and robust cash flow generation. BWQG focuses on businesses operating in industries with favorable long-term growth prospects and maintains a concentrated portfolio of its highest-conviction investment ideas. Holdings may be adjusted as company fundamentals, valuations, or investment opportunities evolve.