RHRX seeks capital appreciation by investing in ETFs that generally hold equities, preferred stocks, and convertible preferred stocks of any market capitalization. The funds advisor utilizes sector rotation strategies that aim to balance the underlying funds around a variety of specific sectors depending on market conditions. In some circumstances, if too few sectors are invested, sector weighting may include a large allocation to cash. The advisor also uses an investment model to analyze market trends based on price momentum, volatility, recession model, and comparative index indicators. The model enables RHRX to switch to defensive investments when it indicates a negative market trend. Such defensive position may include ETFs holding Treasurys, ETNs, leverage and inverse ETFs, and cash. Prior to November 8, 2021, RHRX was formerly a mutual fund called Adaptive Tactical Rotation Fund with $27 million in assets.
公司网站 :
https://www.adaptiveetfs.com/rhrx
总经理:-
建立时间:2021
公司总部:RH Tactical Rotation ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds