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TAX ETF Price & Analysis

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TAX ETF Chart & Stats

ETF Overview

Cambria Tax Aware ETF

The Cambria Tax Aware ETF (TAX) is an innovative investment vehicle designed to meet the needs of discerning investors seeking comprehensive exposure to the entire U.S. equity market while prioritizing tax efficiency. As a member of the Size and Style category, this ETF stands out by offering a strategic approach to total market investment, making it an ideal choice for those looking to diversify their portfolios without compromising on tax considerations. TAX operates within the broad-based niche, delivering a balanced mix of large, mid, and small-cap stocks across various sectors. This diversification ensures that investors gain a holistic view of the market's performance, while the fund's tax-aware strategy aims to minimize the tax impact on returns. By focusing on optimizing after-tax returns, the Cambria Tax Aware ETF provides a unique value proposition, particularly appealing to investors in higher tax brackets or those seeking long-term capital appreciation with reduced tax liabilities. The fund employs a sophisticated methodology to identify securities that enhance tax efficiency, including tax-loss harvesting and dividend management, setting it apart from traditional ETFs. With its comprehensive market exposure and innovative tax management strategies, TAX is well-suited for investors who wish to maximize their returns while maintaining a keen eye on their tax bill. Whether you're a seasoned investor or new to the world of ETFs, Cambria Tax Aware ETF offers a compelling blend of growth potential and tax-savvy management.

Cambria Tax Aware ETF (TAX) Fund Flow Chart

Cambria Tax Aware ETF (TAX) 1 year Net Flows: $3M

TAX ETF FAQ

What was TAX’s price range in the past 12 months?
TAX lowest ETF price was $24.28 and its highest was $25.54 in the past 12 months.
    What is the AUM of TAX?
    As of Feb 20, 2025 The AUM of TAX is 30.41M.
      Is TAX overvalued?
      According to Wall Street analysts TAX’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
        Does TAX pay dividends?
        TAX pays a Notavailable dividend of $0.056 which represents an annual dividend yield of 0.22%. See more information on TAX dividends here
          How many shares outstanding does TAX have?
          TAX has 1,191,000 shares outstanding.
            Which hedge fund is a major shareholder of TAX?
            Currently, no hedge funds are holding shares in TAX

            Top 10 Holdings

            Name
            Weight %
            Vanguard Total Stock Market ETF
            12.48%
            Nvidia Corporation
            5.87%
            Vanguard FTSE All-World ex-US Index Fund
            4.83%
            AppLovin Corp. Class A
            3.68%
            Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
            2.88%
            iShares Core S&P 500 ETF
            2.75%
            Invesco S&P 500 Equal Weight ETF
            2.72%
            Advanced Micro Devices, Inc.
            2.07%
            Calamos S&P 500 Structured Alt Protection ETF - December
            1.92%
            Technology Select Sector SPDR Fund
            1.83%
            Total41.03%
            See All Holdings
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