Uncommon Portfolio Design Core Equity ETF
UGCE
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- IPO Date
- Apr 15, 2021
- Similar Companies
- Business
- Uncommon Portfolio Design Core Equity ETF (UGCE) is an actively managed exchange-traded fund that seeks capital appreciation by investing primarily in equity securities of U.S. companies. The fund employs two complementary strategies managed by its sub-advisor, Portfolio Design Advisors, Inc.: a predominantly value-oriented approach focused on dividend-paying large-cap stocks and a predominantly growth-oriented approach targeting large-cap U.S. equities; under normal market conditions, at least 80% of net assets are allocated to equity securities, with weights balanced between 40-60% to each strategy. It invests across diversified sectors and market capitalizations, incorporating growth and value stocks as well as dividend payers, while benchmarking performance against the S&P 500 Index. Launched on April 16, 2021, as part of Uncommon Investment Funds Trust and managed by Uncommon Investment Advisors, LLC, headquartered in White Plains, New York, the ETF targets taxable and tax-advantaged investors seeking a diversified large-cap core equity solution. The fund operates in the U.S. public equity markets, serving institutional and retail investors through NYSE Arca listings. No major strategic changes, such as acquisitions, partnerships, funding rounds, new product launches, or operational shifts, have been reported for UGCE or its sponsor in the last 1-2 years. The ETF maintains its core dual-strategy framework without noted reorganizations or expansions as of late 2025.