NYSEARCA:SAVN

LifeGoal Conservative Wealth Builder ETF (SAVN) Price, Holdings, & News

$8.80
-0.01 (-0.11%)
(As of 06/12/2023)
Today's Range
$8.80
$8.80
50-Day Range
$8.80
$8.80
52-Week Range
$8.25
$9.26
Volume
100 shs
Average Volume
2,312 shs
Market Capitalization
$3.34 million
Assets Under Management
$3.08 million
Dividend Yield
2.61%
Net Expense Ratio
0.53%

About LifeGoal Conservative Wealth Builder ETF

The LifeGoal Conservative Wealth Builder ETF (SAVN) is an exchange-traded fund that mostly invests in target risk asset allocation. The fund is an actively managed fund-of-funds, that aims to preserve capital and balance growth through a full market cycle. The portfolio allocates to fixed income, equites and commodities. SAVN was launched on Sep 9, 2021 and is managed by LifeGoal.

SAVN Stock Price History

SAVN ETF News Headlines

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Fund Details

Issuer
LifeGoal Investments
Fund Name
LifeGoal Conservative Wealth Builder ETF
Tax Classification
Regulated Investment Company
Current Symbol
NYSEARCA:SAVN
Inception Date
9/9/2021
Fund Manager
Brett Sohns, Taylor Sohns
Web
N/A
Phone
N/A

Fund Focus

Asset Class
Multi Asset
Benchmark
N/A
Category
Asset Allocation
Focus
Target Outcome
Development Level
Blended Development
Region
Global
Number of Holdings
1

Fund Statistics

Assets Under Management
$3.08 million
Average Daily Volume
$0.00
Discount/Premium
0.30%

Administrator, Advisor and Custodian

Administrator
Ultimus Fund Solutions, LLC
Advisor
LifeGoal Investments, LLC
Custodian
Brown Brothers Harriman & Co.
Distributor
Foreside Fund Services, LLC
Transfer Agent
Brown Brothers Harriman & Co.
Trustee
N/A
Lead Market Maker
Citadel

Miscellaneous

Beta
0.45
Creation Unit
25,000
Creation Fee
$250.00
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LifeGoal Conservative Wealth Builder ETF Expenses

TypeSAVNTarget Outcome ETFsMulti Asset ETFsNYSEARCA ETFsAll ETFs
Management Fee0.39%0.68%0.69%0.50%0.51%
Other Expenses13.04%1.01%0.79%0.64%0.58%
Total Expense13.43%1.36%1.21%0.74%0.70%
Fee Waiver-12.90%-1.16%-0.69%-0.68%-0.57%
Net Expense0.53%0.91%0.94%0.58%0.58%

LifeGoal Conservative Wealth Builder ETF (SAVN) Holdings

Top 1 SAVN Holdings

  • Us Dollars
    Holding Weight: 100.00%

SAVN ETF - Frequently Asked Questions

How have SAVN shares performed in 2024?

LifeGoal Conservative Wealth Builder ETF's stock was trading at $8.80 at the start of the year. Since then, SAVN stock has increased by 0.0% and is now trading at $8.80.
View the best growth stocks for 2024 here
.

What does SAVN invest in?

LifeGoal Conservative Wealth Builder ETF is a multi asset fund issued by LifeGoal Investments. SAVN focuses on target outcome investments. The fund's investments total to approximately $3.08 million assets under management.

What is the management fee for LifeGoal Conservative Wealth Builder ETF?

LifeGoal Conservative Wealth Builder ETF's management fee is 0.39% and has other expenses of 13.04%. However, SAVN has a fee waiver of -12.90% to reimburse the expenses. The net expense ratio for SAVN is 0.53%.

How do I buy shares of LifeGoal Conservative Wealth Builder ETF?

Shares of SAVN stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

This page (NYSEARCA:SAVN) was last updated on 4/28/2024 by MarketBeat.com Staff

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