ETF Decision Dashboard

MSMR

McElhenny Sheffield Managed Risk ETF

Moderate Allocation · MSCM Funds

Live price history could not be loaded (Unexpected response for MSMR (not CSV; likely blocked or unknown symbol)). 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.