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.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

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

18%

30%

22%

15%

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which type of investment is heavily weighted in the fund's strategy?

Technology stocks

Real estate investment trusts

Energy stocks

Consumer goods

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What types of facilities does the fund invest in?

Retail stores

Educational institutions

Manufacturing plants

Senior living facilities

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Since its launch in 2016, how has the fund's performance compared to the S&P 500?

It has matched the S&P 500

It has outperformed the S&P 500

It has not been compared to the S&P 500

It has trailed the S&P 500

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is the cost of the fund in basis points?

55 basis points

25 basis points

35 basis points

45 basis points