LionShares U.S. Equity Total Return ETF is an actively managed exchange-traded fund designed to provide comprehensive exposure to the broad U.S. equity market. Its primary objective is to deliver long-term capital growth by investing in other ETFs that track the large-cap U.S. equity universe, with the flexibility to utilize futures or options for portfolio efficiency. What sets this fund apart is its innovative approach to tax efficiency: unlike traditional equity ETFs, the fund is structured to minimize dividend distributions, effectively targeting zero regular payouts. By doing so, it aims to reduce tax drag and enable compounding of returns within the fund, eliminating the need for investors to manually reinvest dividends or handle associated taxable events. This structure is particularly significant for investors seeking efficient access to the total return of the U.S. stock market, as it allows greater control over the timing of taxable income. With a low net expense ratio and a focus on broad market diversification, this ETF is positioned as a foundational building block for cost-conscious investors who prioritize after-tax portfolio growth.
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