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Overlay Shares Funds

Overlay Shares is a company that sells mutual funds with $320M in... Overlay Shares is a company that sells mutual funds with $320M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are no load funds. The oldest fund launched was in 2019. The average manager tenure for all managers at Overlay Shares is years. The company offers investors 5 mutual funds, in terms of the number of individual fund symbols. View more View less

Overlay Shares is a company that sells mutual funds with $320M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds... Overlay Shares is a company that sells mutual funds with $320M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are no load funds. The oldest fund launched was in 2019. The average manager tenure for all managers at Overlay Shares is years. The company offers investors 5 mutual funds, in terms of the number of individual fund symbols. View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 12/24/24
Overlay Shares Large Cap Equity ETF

OVL | Active ETF

$47.93

+0.25%

$208.04 M

3.25%

$1.56

32.06%

9.66%

15.70%

-

0.79%

Overlay Shares Core Bond ETF

OVB | Active ETF

$20.26

-1.40%

$52.53 M

5.95%

$1.21

4.64%

-2.56%

0.42%

-

0.79%

Overlay Shares Municipal Bond ETF

OVM | Active ETF

$21.75

-1.16%

$27.59 M

5.04%

$1.10

3.70%

-0.58%

1.66%

-

0.83%

Overlay Shares Foreign Equity ETF

OVF | Active ETF

$23.70

-1.76%

$19.41 M

9.01%

$2.14

8.66%

0.86%

2.86%

-

0.83%

Overlay Shares Small Cap Equity ETF

OVS | Active ETF

$35.46

-0.33%

$12.44 M

6.03%

$2.14

12.88%

2.26%

9.02%

-

0.83%

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