Mutual Funds

EntrepreneurShares offers three different mutual funds. Each fund share the common characteristic of sustainable high-growth in Entrepreneurial comapnies.

Exchange-Traded Fund

EntrepreneurShares has a rules-based Exchange-Traded Fund (ETF) that invests in Entrepreneurial publically-traded U.S. Large Cap equities.

Separately Managed Account

EntrepreneurShares provides low cost solutions for investors to participate directly into Entrepreneurial publically-traded model portfolios.

US Small Cap

The fund invests in a portfolio of domestic entrepreneurial companies with market caps above $300MM. We select investments based on our 15 proprietary qualitative and quantitative filters. Our investment style places high value on visionary leaders who are stewards of their companies and possess high economic and personal stakes.

US Large Cap

The fund invests in a portfolio of domestic entrepreneurial companies with market caps above $8B. We select investments based on our 15 proprietary qualitative and quantitative filters. Our investment style places high value on visionary leaders who are stewards of their companies and possess high economic and personal stakes.

Global Fund

The fund invests in a portfolio of domestic entrepreneurial companies with market caps above $300MM. We select investments based on our 15 proprietary qualitative and quantitative filters. Our investment style places high value on visionary leaders who are stewards of their companies and possess high economic and personal stakes.

ER30 Index

We apply this procedure to our selection process, creating the ER30, which comprises of 30 US Large Cap companies. Given the propensity of Entrepreneurs to reside in certain sectors, the ER30 Index typically has higher concentration in three primary (entrepreneurial) sectors: Consumer Discretionary, Information Technology and HealthCare.

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