The ETF That Takes You for a Spin

The video discusses the CSD fund, which tracks an index of companies spun off from larger corporations in the last four years. It includes over 50 large and mid-cap holdings, excluding smaller companies with less than $1 billion market cap. The fund has minimal overlap with the S&P 500 and rebalances monthly. With $200 million in assets and a 65 basis point expense ratio, CSD's returns have lagged behind a similar SMP index but align with the S&P 500. Bloomberg's Traffic Light system gives CSD a green light for transparency.

What is the primary focus of the fund that trades under the ticker CSD?

Which companies are included in the fund's holdings?

What is the minimum market cap for companies to be included in the fund?

What is the expense ratio of the fund?

How does the performance of CSDS compare to the broader S&P 500?