RUK Strategic Growth ETF
A systematic, factor-driven approach to U.S. large-cap equities designed to identify high-quality growth companies over a full economic cycle.
The RUK Strategic Growth ETF (RKSG) is a rules-based, index-tracking ETF providing systematic exposure to U.S. large-cap equities with strong growth profiles and sound financial characteristics.
RKSG tracks a proprietary index, the RUK Strategic Growth Index (RSGX), that scores the 1,000 largest U.S.-listed companies across multiple growth and quality dimensions.
RKSG is managed by RUK Funds and built for investors who want a disciplined, data-driven alternative to traditional large-cap growth strategies.
Quarter end returns as of XX/XX/XXXX
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| Quarter | Since Inception | 1 Year | 3 Year | 5 Year | Since Inception | |
| RKSG | — | — | — | — | — | — |
| Market Price | — | — | — | — | — | — |
The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. For current month-end performance, please call 800-617-0004.
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Data as of . Holdings are subject to change.
Key characteristics and structural details of the RUK Strategic Growth ETF.
| Days at premium |
| Days at NAV |
| Days at discount |
Pricing data will be available following the fund's launch.
RKSG is the expression of RUK Funds' investment philosophy — systematic, disciplined, and built for the long term. Learn more about the firm behind the fund.
Investors should consider the investment objectives, risks, and charges and expenses of the fund carefully before investing. A prospectus, which contains this and other information about the fund, may be obtained by clicking here. The prospectus or summary prospectus should be read carefully before investing.
Investing involves risk. Principal loss is possible. The Index relies on a number of sources of information, either directly or indirectly, to assess the criteria of issuers in the eligible universe of constituents. This information may be based on assumptions and estimates. Neither the Fund, the Index Provider, or the Advisor can offer assurances that the Index’s calculation methodology or sources of information will provide an accurate assessment of included components or a correct valuation of securities, nor can they guarantee the availability or timeliness of the production of the Index. The Fund’s investments may be concentrated in an industry or group of industries or focused in a particular sector to the extent the Index is so invested. To the extent the Fund invests more heavily in particular industries, groups of industries, or sectors of the economy, its performance will be especially sensitive to developments that significantly affect those. The Fund’s returns may not match or achieve a high degree of correlation with the returns of the Index. The Fund is recently organized with no operating history. As a result, prospective investors have no track record or history on which to base their investment decision. There can be no assurance that the Fund will grow to or maintain an economically viable size.
ETFs are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF's shares may trade at a premium or discount to its net asset value, an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact an ETF's ability to sell its shares. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the ETF. Brokerage commissions will reduce returns.
The Ruk Strategic Growth ETF is distributed by Quasar Distributors, LLC.
The S&P 500 Equal Weight Index is a variation of the traditional S&P 500 Index that assigns the same weight—or fixed percentage—to each of its 500 constituents. The S&P 500 Index is a stock market index tracking the performance of approximately 500 of the largest publicly traded companies in the U.S.