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ETFs have unique features that you should be aware of, which can include distribution of any gains, risks related to securities within the portfolio, and tax consequences. The data quoted herein represents past performance and is not indicative of future results. The investment return and principal value of an investment will fluctuate so that your investment, when redeemed, may be worth more or less than their original value. Current performance may be lower or higher than the performance data provided. Please review the prospectus or other research tools provided on this site for more recent information. Contact Motif Investing at 1-855-586-6843 to obtain the most recent month-end performance data.
The 30-Day SEC Yield reflects the dividends and interest earned during the past 30 days after the deduction of the ETF's expenses. The 30-day SEC Yield is an annual percentage rate based on the ETF's share price and is calculated by dividing the net investment income per share for the 30 days ended on the date of calculation by that day's maximum share price. The Distribution Yield is the trailing 12-Month End Yield derived by adding the trailing 12-month's income distributions and dividing the total by the last month's ending share price. Income refers to interest payments from fixed-income ETFs and dividend payments from stock-based ETFs.
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Horizon motifs provide investors with a starting point to consider in allocating assets within their larger portfolio. However, Horizon motifs should not be considered a recommended strategy or comprehensive solution to your overall investing needs. There are many considerations when structuring your portfolio, such as cash needs, family-planning needs, tax and estate planning strategies. Motif does not provide any investment, tax, or legal advice and suggests you contact your own investment, tax, or legal advisor further information regarding your investment strategy.