An ETF That Wants to Grow 'OLD' With You

An ETF That Wants to Grow 'OLD' With You

Assessment

Interactive Video

Business

University

Hard

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The video discusses companies that benefit from providing long-term care to the aging population. It highlights the growing demand for such services, with projections showing significant demographic shifts by 2050. The focus is on investment opportunities in senior living facilities, nursing services, and specialty hospitals. The fund, with $12 million in assets, has shown positive returns since 2016 but lags behind the S&P 500. It is heavily weighted in the US and real estate investment trusts, with major holdings in Welltower, Ventas, HCP, and Omega Healthcare. The fund costs 35 basis points and is rated positively by Bloomberg Intelligence.

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5 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

How many countries are expected to have at least 1/5 of their population aged 65 and older by 2050?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the projected percentage of the US population that will be aged 65 and older by 2050?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

What types of facilities and services does the fund mentioned in the text hold?

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4.

OPEN ENDED QUESTION

3 mins • 1 pt

What has been the performance of the fund since its launch in 2016?

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5.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the cost of the fund in basis points?

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