This product will be actively managed and have no track record or history on which to base their investment decision. I would only consider this option for my own money. So not a traditional S&P 500 index fund.3) A 351 ETF exchange can convert a basket of random stocks into a single ticker. A hodgepodge of inputs is the ideal situation to deal with the diversification requirements. AAUA is launching early next year and is basically a S&P 500 index:
https://funds.alphaarchitect.com/aaua/
Taxes are deferred and as the cost basis of each input is retained you can sell high or low lots at your leisure.
Statistics: Posted by Wiggums — Mon Dec 29, 2025 7:23 am — Replies 3 — Views 295