TAX ETF Price & Analysis
TAX ETF Chart & Stats
$26.84
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Market closed
$26.84
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Day’s Range― - ―
52-Week Range$20.00 - $29.66
Previous Close$26.84
VolumeN/A
Average Volume (3M)4.75K
AUM22.51M
NAV27.35
Expense Ratio0.49%
Holdings Count102
Beta0.93
Inception DateDec 18, 2024
Next Dividend Ex-DateN/A
Dividend Yield
(―)Shares OutstandingN/A
Standard DeviationN/A
10 Day Avg. Volume232
30 Day Avg. Volume4,752
AlphaN/A
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: -$9M
TAX ETF News
TAX ETF FAQ
What was TAX’s price range in the past 12 months?
TAX lowest ETF price was $20.00 and its highest was $29.66 in the past 12 months.
What is the AUM of TAX?
As of Mar 25, 2026 The AUM of TAX is 22.51M.
Is TAX overvalued?
According to Wall Street analysts TAX’s price is currently Undervalued.
Does TAX pay dividends?
TAX does not currently pay dividends.
How many shares outstanding does TAX have?
Currently, no data Available
Which hedge fund is a major shareholder of TAX?
Currently, no hedge funds are holding shares in TAX
TAX ETF Smart Score
Neutral
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Learn more about TipRanks Smart Score
For ETFs, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the ETF's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual ETF ticker.
Top 10 Holdings
GE Vernova Inc.
1.39%
Comfort Systems USA
1.33%
Roivant Sciences Ltd.
1.32%
Sterling Infrastructure, Inc.
1.27%
Liberty Broadband Corp
1.25%
Jabil Inc.
1.24%
Charter Communications
1.24%
United Therapeutics Corp.
1.23%
Jazz Pharmaceuticals
1.23%
Mgm Resorts International
1.20%
Total12.70%
See All Holdings


