Skip to Main Conent
PortfolioPlus ETFs

PPMC

The PortfolioPlus S&P® Mid Cap ETF seeks daily investment results, before fees and expenses, of 135% of the daily performance of the S&P Mid Cap 400® Index. There is no guarantee the fund will meet its stated investment objective.

Overview

This leveraged ETF seeks a return that is 135% of the return of its benchmark index for a single day. This ETF should not be expected to provide 1.35 times the return of its benchmark’s cumulative return for periods greater than one day.

Investing in PortfolioPlus ETFs may be more volatile than investing in broadly diversified funds. Compounding affects all investments, but has more impact on leveraged funds, particularly during periods of higher index volatility and longer holdings periods. Returns may be negative in the same period that the index returns were flat or positive. PortfolioPlus ETFs are intended to be used by investors who understand leverage risk, the effects of compounding and who intend to monitor their portfolios.

Documents & Downloads


Target Index

The S&P Mid Cap 400® Index (SPTRMDCP) measures the performance of 400 mid-sized companies in the U.S. The Index is a float-adjusted market capitalization weighted index composed of liquid common stocks. One cannot directly invest in an index.

Strategy & Benefits

PortfolioPlus ETFs seek to:

  • Target increased daily exposure to common broad-based indexes.
  • Maintain allocations to the asset classes of the indexes within your strategy.
  • Provide magnified returns in order to seek outperformance over time.

Magnified returns increase gains and losses.


Pricing & Performance

NAV and Market Price information as of Invalid date. Line chart shows pricing trend over the last 30 days. The Primary Listing Exchange is the NYSE Arca, Inc.




Distributions