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 CSD fund?

• Focusing on technology startups

• Investing in small-cap companies

• Tracking an index of recently spun-off companies

• Investing in international markets

Which of the following companies is NOT mentioned as a holding in the CSD fund?

• Hewlett-Packard

• Alcoa

• PayPal

• Google

What percentage of the CSD fund overlaps with the S&P 500?

• 10%

• 5%

• 1%

• 20%

How often does the CSD fund rebalance its holdings?

• Quarterly

• Annually

• Monthly

• Bi-annually

How has the CSD fund's performance compared to the broader S&P 500 since its launch?

• It has significantly outperformed the S&P 500

• It has underperformed the S&P 500

• It has performed in line with the S&P 500

• It has not been compared to the S&P 500