Ballast Small/Mid Cap ETF (MGMT) Research
The fund primarily aims to invest in U.S.-based companies with small to medium market values. Under typical market conditions, at least 80% of its total net assets (including any funds borrowed for investment) will be allocated to equity securities, predominantly common stocks of these domestic businesses. Additionally, the fund maintains the flexibility to shift its assets into highly liquid holdings, such as cash, money market funds, or other short-term fixed income investments. This defensive move, potentially involving all or substantially all of its assets, would be undertaken either to protect investor capital or if the Adviser determines that there aren't enough suitable companies available for investment at a given time.
Market snapshot
- Symbol
- MGMT
- Price
- $50.38
- Day change
- +1.72%
- Market cap
- $177.8M
- 52-week range
- 38.46-50.706
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Avantis Responsible Emerging Markets Equity ETF (AVSE)
- WisdomTree International MidCap Dividend Fund (DIM)
- Essential 40 Stock ETF (ESN)
- Humankind US Stock ETF (HKND)
- iShares MSCI Europe Small-Cap ETF (IEUS)
- Innovator U.S. Small Cap Power Buffer ETF (KJUL)
- LeaderSharesTM AlphaFactor US Core Equity ETF (LSAF)
- iShares MSCI Japan Small-Cap ETF (SCJ)
Open Ballast Small/Mid Cap ETF (MGMT) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.