WCM/BNY Mellon Focused Growth ADR ETF (AADR)

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Fund Description

The investment seeks long-term capital appreciation above international benchmarks such as the BNY Mellon Classic ADR Index, the fund's primary benchmark, and the MSCI EAFE Index, the fund's secondary benchmark. The sub-advisor seeks to achieve the fund's investment objective by selecting primarily a portfolio of U.S.-traded securities of non-U.S. organizations, most often American Depositary Receipts ("ADRs"), included in the BNY Mellon Classic ADR Index. The fund's investment focus follows the Sub-Advisor's core philosophy of investing in industry-leading non-U.S. organizations led by visionary management teams with sound business strategies.

Fund Snapshot Updated 05.16.2013

Previous Close $34.72 Expense Ratio 1.25%
YTD Return 13.5% Avg. 30-Day Volume 446
1-Year Return 25.0% Market Cap Loading...
Bid $34.80 Shares Outstanding 225,000
Ask $35.11 Dividends $0.11
Top 10 Holdings
Taiwan Semiconductor Mfg Ltd (TSM) 5.85%
Core Laboratories N V (CLB) 4.58%
Sgs Sa (SGSOY) 4.44%
Ace Ltd (ACE) 4.34%
Canadian Natl Ry Co (E:CNR) 4.23%
Novozymes A/S (NVZMY) 4.23%
Arm Hldgs Plc (ARMH) 4.14%
Potash Corp Sask Inc (E:POT) 4.12%
Nestle S A (NSRGY) 4.02%
Arcos Dorados Holdings Inc (ARCO) 4.02%
% of Total Holdings 44.00%

Sector Breakdown

Geographic Breakdown

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1

SPDR S&P 600 Small Cap Growth ETF (SLYG)

2

SPDR S&P 500 Growth ETF (SPYG)

3

Vanguard S&P 500 Growth ETF (VOOG)

4

iShares Russell 1000 Index Fund (IWB)

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