MSMR

McElhenny Sheffield Managed Risk ETF

Moderate Allocation · MSCM Funds

Recent price history could not be loaded (Stooq returned 403 for MSMR). The figures below are omitted rather than estimated.

Snapshot figures (2025-05-25, not current)

Assets
$113M
Yield
2.68%
3Y return
12.0%
5Y return
n/a

Largest other funds in Moderate Allocation

CGBLCapital Group Core Balanced ETF$2.0Bn/a
MPROMonarch ProCap ETF$230M5.1%
OCIOClearShares OCIO ETF$145M7.9%
CLSMCabana Target Leading Sector Moderate ETF$119M0.7%
PBLPGIM Portfolio Ballast ETF$59Mn/a
UPARUPAR Ultra Risk Parity ETF$58M-2.0%
BAMABrookstone Active ETF$41Mn/a
BAMYBrookstone Yield ETF$38Mn/a

Funds in one category often hold similar portfolios, so cost and structure usually matter more than the difference in headline returns.

Not investment advice. Past performance does not predict future results.