Description: The investment seeks capital appreciation with limited drawdowns. The fund is a diversified actively-managed ETF that under normal circumstances will invest more than 80% of the fund’s net assets in passive domestic equity sector ETFs and ETFs investing respectively in gold and U.S. Treasuries. The fund’s principal investment strategy will employ a systematic approach to technical analysis focused on the identification of important trends.
Exchange: NYSE ARCA
Country: US
Currency: US Dollar ($)
Category: Tactical Allocation
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Bond | 60.75 | 0.00 | 60.75 |
| Other | 22.56 | 0.00 | 22.56 |
| Stock US | 12.71 | 0.00 | 12.71 |
| Cash | 3.98 | 0.00 | 3.98 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Energy | 100.00 | 6.85 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 100.00 | 80.22 |
| Japan | 0.00 | 2.08 |
| Australasia | 0.00 | 0.51 |
| Asia Emerging | 0.00 | 2.20 |
| Latin America | 0.00 | 0.37 |
| Asia Developed | 0.00 | 1.91 |
| United Kingdom | 0.00 | 4.27 |
| Europe Emerging | 0.00 | 0.04 |
| Europe Developed | 0.00 | 8.08 |
| Africa/Middle East | 0.00 | 0.27 |