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Northern Lights Fund Trust IV

PTL

NYSE ARCA
$277.710.74% (+2.06)
High
Low
Returns
1D
1W
1M
1Y
5Y
Max
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1D
1W
1M
1Y
5Y
Max

US ETF

Largecap - Value & Growth

US Largecap ETF

Invests in largecap - value & growth segment

Key Metrics

Key Metrics

Expense Ratio
Expense Ratio

The operating and administrative costs of running the fund measured as the percentage of fund assets

0.09%
AUM
AUM

Current market value of the ETF scheme managed by the Asset Management Company

$891.94M
Beta
Beta

Sensitivity of the stock's price relative to the country's key indices over the last 5 years

0
Volatility (3Y)
Volatility (3Y)

The annualized standard deviation of the ETF's returns calculated over the last 3 years

0%
PE
PE

Ratio of price to the prospective earnings of the ETF's underlyings

20.50
PE Category
PE Category

Ratio of price to the prospective earnings of the holdings of ETFs from the same category

19.91

ETF Profile

Peers

Peers

Exp. Ratio
0.03%
0.03%
PE
20.22
20.22
1Y Return
16.54%
16.54%
Exp. Ratio
0.03%
0.03%
PE
20.16
20.16
1Y Return
16.53%
16.53%
Exp. Ratio
0.095%
0.095%
PE
20.16
20.16
1Y Return
16.54%
16.54%
Exp. Ratio
0.03%
0.03%
PE
19.98
19.98
1Y Return
16.18%
16.18%
Exp. Ratio
0.06%
0.06%
PE
20.57
20.57
1Y Return
11.02%
11.02%

Peers & Comparison

Peers & Comparison

Comparing 2 ETFs from
ETFLarge Blend
ETFTotal AUMTotal AUMExp. RatioExp. Ratio1Y Return1Y Return
Northern Lights Fund Trust IV $891.94M0.09%11.54%
Vanguard S&P 500 ETF$1,066.08B0.03%16.54%
iShares Core S&P 500 ETF$849.49B0.03%16.53%

Price Comparison

Price Comparison

1 Month

1 Year

5 Years

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Top Holdings

Top Holdings

  • Name
    Holdings
    Sector
  • Broadcom Inc
    Sector: Technology
    Holdings10.48 %
    Broadcom Inc
    AVGO

    Holdings

    10.48 %

    Technology
  • Exxon Mobil Corp
    Sector: Energy
    Holdings4.00 %
    Exxon Mobil Corp
    XOM

    Holdings

    4.00 %

    Energy
  • Palantir Technologies Inc.
    Sector: Technology
    Holdings2.09 %
    Palantir Technologies Inc.
    PLTR

    Holdings

    2.09 %

    Technology
  • Caterpillar Inc
    Sector: Industrials
    Holdings2.01 %
    Caterpillar Inc
    CAT

    Holdings

    2.01 %

    Industrials
  • The Home Depot Inc
    Sector: Consumer Cyclical
    Holdings1.99 %
    The Home Depot Inc
    HD

    Holdings

    1.99 %

    Consumer Cyclical
  • Welltower Inc
    Sector: Real Estate
    Holdings1.70 %
    Welltower Inc
    WELL

    Holdings

    1.70 %

    Real Estate
  • Western Digital Corporation
    Sector: Technology
    Holdings1.58 %
    Western Digital Corporation
    WDC

    Holdings

    1.58 %

    Technology
  • GE Vernova LLC
    Sector: Industrials
    Holdings1.48 %
    GE Vernova LLC
    GEV

    Holdings

    1.48 %

    Industrials
  • Arista Networks
    Sector: Technology
    Holdings1.38 %
    Arista Networks
    ANET

    Holdings

    1.38 %

    Technology
  • Linde plc Ordinary Shares
    Sector: Basic Materials
    Holdings1.33 %
    Linde plc Ordinary Shares
    LIN

    Holdings

    1.33 %

    Basic Materials

Frequently asked questions

Frequently asked questions

  1. Northern Lights Fund Trust IV (PTL) is currently trading at $277.71. You can also track daily change, historical performance, trading volume and other key ETF details on this page.

  2. Indian investors can buy Northern Lights Fund Trust IV (PTL) by opening a US investing account through a platform that provides access to US stocks and ETFs, completing the required verification, transferring funds under the Liberalised Remittance Scheme (LRS), and placing an order in USD.

  3. Yes, Indian residents and NRIs can invest in Northern Lights Fund Trust IV (PTL) through platforms that offer access to US-listed stocks and ETFs, subject to applicable regulations, including RBI’s Liberalised Remittance Scheme (LRS) guidelines.

  4. The expense ratio of Northern Lights Fund Trust IV (PTL) is 0.09%. It represents the annual operating cost charged by the ETF provider for managing the fund and tracking its underlying index.

  5. Northern Lights Fund Trust IV (PTL)’s top holdings currently include Broadcom Inc, Exxon Mobil Corp, and Palantir Technologies Inc.. The ETF’s complete holdings list, allocation and sector exposure are available in the Holdings section on this page.

  6. Many platforms offering US ETF investing allow fractional investing, enabling Indian investors to buy a portion of Northern Lights Fund Trust IV (PTL) instead of a full share. This allows investment based on a fixed dollar amount.

  7. Gains from Northern Lights Fund Trust IV (PTL) are generally taxed in India based on the applicable holding period and tax rules. Dividends may be subject to US withholding tax and Indian taxation rules. The final tax treatment depends on individual circumstances.

  8. Remittances under the Liberalised Remittance Scheme (LRS) for overseas investments, including US ETFs like Northern Lights Fund Trust IV (PTL), may attract TCS above specified thresholds. Applicable rates and limits are determined by government regulations and may change over time.

  9. Northern Lights Fund Trust IV (PTL)’s current assets under management (AUM) are $891.94M. AUM represents the total market value of assets managed by the ETF and indicates the size of the fund.

  10. Northern Lights Fund Trust IV (PTL)’s price-to-earnings (P/E) ratio is 20.50. It represents the weighted valuation of the companies held within the ETF relative to their earnings.

  11. You can compare Northern Lights Fund Trust IV (PTL) with Vanguard S&P 500 ETF (VOO), iShares Core S&P 500 ETF (IVV), and State Street® SPDR® S&P 500® ETF Trust (SPY) based on metrics such as expense ratio, AUM, P/E ratio, holdings, liquidity and historical returns in the Peers & Comparison section.

  12. Northern Lights Fund Trust IV (PTL)’s NAV represents the per-unit value of the ETF’s underlying holdings after adjusting for expenses and liabilities. It is calculated once daily after markets close and may differ from the ETF’s live market price.

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