CNAV scans for opportunities across all 11 sectors of the S&P 500, in attempt to navigate significant market value fluctuations. The portfolio may focus on just 50 stocks and rebalances whenever a holding exceeds 10% of total assets. Stock selection follows a top-down, tactical approach, evaluating price movements of individual stocks and over 117 sub-industries within the S&P 500 index. The fund holds the strongest-performing stocks when industry data trends are favorable. Conversely, when an industry shows a negative trend, it reallocates to other industries or moves into money market funds. Due to frequent trading, the fund is expected to experience a high portfolio turnover rate and is designed for investors who can withstand large principal value fluctuations.
公司网站 :
https://www.mohrfunds.com/cnav-mohr-company-nav-etf
总经理:-
建立时间:2024
公司总部:Collaborative Investment Series Trust Mohr Company Nav ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds