McElhenny Sheffield Managed Risk ETF (MSMR) Research

This actively managed exchange-traded fund (ETF) invests in a portfolio of other ETFs. Its investment strategy incorporates proprietary trend analysis and sector rotation methods, which were developed and are systematically applied by the fund's designated investment sub-adviser. The sub-adviser utilizes a disciplined, rules-based process to select these underlying ETFs, integrating both its trend-following and sector-specific allocation approaches. This fund is classified as non-diversified.

Market snapshot

Symbol
MSMR
Price
$35.65
Day change
+0.31%
Market cap
$179.0M
52-week range
30.224-37.67
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Eventide High Dividend ETF (ELCV)
  • First Trust S&P REIT Index Fund (FRI)
  • Goldman Sachs Small Cap Equity ETF (GSC)
  • Alexis Practical Tactical ETF (LEXI)
  • Westwood Salient Enhanced Midstream Income ETF (MDST)
  • Principal Value ETF (PY)
  • Innovator U.S. Equity Ultra Buffer ETF (UJUN)
  • Direxion Daily Dow Jones Internet Bull 3X ETF (WEBL)

Open McElhenny Sheffield Managed Risk ETF (MSMR) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.