RULE provides exposure to an actively-managed portfolio of global securities and ETFs, including but not limited to, value and growth stocks, investment-grade and junk bonds, convertibles, preferred shares, equity and fixed income ETFs, and cash. In seeking current income, the fund advisor utilizes proprietary technology to analyze the price of securities using multiple mathematical formulas in identifying upward and downward trends. Selection of securities is based on a composite score, created by combining each formula, which determines investment decisions such as when to buy, sell, or hold. The adviser typically prefers securities with lower expenses and higher liquidity to create a portfolio comprising approximately 5 to 20 constituents. The fund may also move the entire portfolio to cash or short duration ETFs during unfavorable events. Additionally, the funds name - Adaptive Core is derived from its ability to adapt to various market conditions. As such, investors should anticipate frequent trading and higher portfolio turnover rate.
公司网站 :
https://mohrfunds.com/rule/
总经理:-
建立时间:2021
公司总部:Adaptive Core ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds