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Investment Profile

Investment Profile: Retail Therapy

Holdings

Retail stocks

Managed by

State Street Global Advisors

Risk Level

Available to some investors

Risk Level

Available to some investors

Ticker:

XRT

Overview:

Shopping can be contagious, and it’s fueled by retail companies that sell the styles, staples, and sensations the world is eager to buy.  If the thought of all that money ringing through cash registers and electronic shopping carts sounds compelling, you can invest in the industry that’s always enticing us to spend on something new.

Retail Therapy is an ETF that gives investors exposure to the stocks of 95 companies, including a diverse array of traditional and e-commerce companies such as Lithia Motors, Kohl’s, Foot Locker, Dollar Tree, eBay, and many others.

Top holdings:

More information

Performance:

Yahoo Finance

MarketWatch

Performance Data Disclosure: View all disclosures

For more information: Visit company website

Stash Investment Details:

Available to some investors

Risks and considerations:

Investing involves risk, and Retail Therapy is no exception.

Read the fund prospectus for more details on this fund and associated risks.

Read more about investing in funds on StashLearn

Retail Therapy is one of dozens of ETFs and stocks available on Stash. You can find out more about investing with Stash by visiting our investment pages.

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By Stash Team

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Disclaimers

Note: These are just a couple of the investment choices available on Stash and may not be suitable for everyone. Depending on your risk profile, you may not see the investments on Stash.  See our Disclosures.

This material has been distributed for informational and educational purposes only, represents an assessment of the market environment as of the date of publication, is subject to change without notice, and is not intended as investment, legal, accounting, or tax advice or opinion. Stash assumes no obligation to provide notifications of changes in any factors that could affect the information provided. This information should not be relied upon by the reader as research or investment advice regarding any issuer or security in particular. The strategies discussed are strictly for illustrative and educational purposes and should not be construed as a recommendation to purchase or sell, or an offer to sell or a solicitation of an offer to buy any security. There is no guarantee that any strategies discussed will be effective.

Furthermore, the information presented does not take into consideration commissions, tax implications, or other transactional costs, which may significantly affect the economic consequences of a given strategy or investment decision. This information is not intended as a recommendation to invest in any particular asset class or strategy or as a promise of future performance. There is no guarantee that any investment strategy will work under all market conditions or is suitable for all investors. Each investor should evaluate their ability to invest long term, especially during periods of downturn in the market. Investors should not substitute these materials for professional services, and should seek advice from an independent advisor before acting on any information presented. Before investing, please carefully consider your willingness to take on risk and your financial ability to afford investment losses when deciding how much individual security exposure to have in your investment portfolio.

Past performance does not guarantee future results. There is a potential for loss as well as gain in investing. Stash does not represent in any manner that the circumstances described herein will result in any particular outcome. While the data and analysis Stash uses from third party sources is believed to be reliable, Stash does not guarantee the accuracy of such information. Nothing in this article should be considered as a solicitation or offer, or recommendation, to buy or sell any particular security or investment product or to engage in any investment strategy. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. Stash does not provide personalized financial planning to investors, such as estate, tax, or retirement planning. Investment advisory services are only provided to investors who become Stash Clients pursuant to a written Advisory Agreement. For more information please visit www.stashinvest.com/disclosures.