The ER30TR Index
• Fiduciaries have a duty to reduce risk in concentrated portfolios and may have a legal risk exposure by holding major indices. • A solution for fiduciaries interested in pursuing Large Cap Growth without concentration risk in the major Mega Caps of their indices • ER30TR index outperformed Russell 1000 Growth in 2023 & 2024, without owning any MSFT, AAPL, and having low/no weights in TSLA and AMZN, yet still outperformed the IWF by 15% (57% vs 42%)* • ER30TR has high correlation (90%) to Major Growth Indices (Russell 1000 Growth etc), able to capture the return benefits of the IWF without holding many of the Mega Caps (Mag 7).
Institutional Only
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