Description: RH Tactical Outlook ETF is an exchange traded fund of fund launched by Starboard Investment Trust. The fund is managed by Cavalier Investments, LLC. It invests in public equity and fixed income markets of the United States. For its equity portion, the fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, it invests in investment grade short to medium term debt securities. The fund employs a fundamental analysis to create its portfolio. It benchmarks the performance of its portfolio against the Morningstar Moderate Aggressive Target Risk TR Index. The fund employs in-house research to create its portfolio. RH Tactical Outlook ETF was formed on September 20, 2012 and is domiciled in the United States.
Exchange: NYSE ARCA
Country: US : United States of America
Currency: US Dollar ($)
Category: Tactical Allocation
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 90.55 | 0.00 | 90.55 |
| Other | 8.21 | 0.00 | 8.21 |
| Stock non-US | 1.06 | 0.00 | 1.06 |
| Cash | 0.17 | 0.00 | 0.17 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 24.64 | 27.12 |
| Financial Services | 14.56 | 14.13 |
| Industrials | 12.99 | 10.24 |
| Consumer Cyclicals | 12.32 | 9.82 |
| Healthcare | 10.61 | 11.97 |
| Communication Services | 6.05 | 7.36 |
| Consumer Defensive | 5.02 | 5.78 |
| Real Estate | 4.35 | 2.67 |
| Energy | 3.88 | 4.97 |
| Basic Materials | 3.11 | 3.35 |
| Utilities | 2.46 | 2.59 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 99.04 | 84.10 |
| Europe Developed | 0.35 | 6.00 |
| United Kingdom | 0.24 | 2.14 |
| Latin America | 0.23 | 0.60 |
| Asia Emerging | 0.09 | 2.45 |
| Asia Developed | 0.05 | 1.87 |
| Africa/Middle East | 0.01 | 0.43 |
| Japan | 0.00 | 1.88 |
| Australasia | 0.00 | 0.40 |
| Europe Emerging | 0.00 | 0.07 |