Description: The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Lunt Capital Large Cap Factor Rotation Index (the "index"). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to provide exposure to U.S. large cap equities grouped into four separate factors, with factors emphasized within the index as they come into favor in the U.S. marketplace. The fund is non-diversified.
Exchange: BATS
Country: US
Currency: US Dollar ($)
Category: Large Blend
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 99.02 | 0.00 | 99.02 |
| Stock non-US | 0.88 | 0.00 | 0.88 |
| Cash | 0.10 | 0.00 | 0.10 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Financial Services | 24.40 | 14.11 |
| Energy | 16.06 | 4.39 |
| Healthcare | 12.25 | 16.05 |
| Industrials | 10.51 | 10.28 |
| Consumer Defensive | 9.34 | 7.40 |
| Consumer Cyclicals | 9.06 | 10.02 |
| Technology | 8.06 | 22.70 |
| Basic Materials | 4.27 | 2.71 |
| Communication Services | 2.86 | 7.18 |
| Utilities | 1.59 | 2.75 |
| Real Estate | 1.59 | 2.41 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 99.12 | 97.55 |
| Europe Developed | 0.88 | 1.13 |
| Japan | 0.00 | 0.07 |
| Australasia | 0.00 | 0.01 |
| Asia Emerging | 0.00 | 0.09 |
| Latin America | 0.00 | 0.07 |
| Asia Developed | 0.00 | 0.17 |
| United Kingdom | 0.00 | 0.88 |
| Africa/Middle East | 0.00 | 0.03 |