SNAV seeks to allocate exposure across the 11 sectors in the S&P 500 by investing in passively managed, sector-specific ETFs. The fund adviser analyzes a sectors potential for attractive risk-adjusted returns by utilizing quantitative data, including the price movement of a sector. Each sector represents a sleeve of the fund. If the data indicates a positive market signal for a sector, the fund invests in a sector-specific ETF. But if the signal is either neutral or negative, the sleeve will be invested instead in an S&P 500 ETF or a money market fund, respectively. On each rebalancing, the fund equally weights the 11 sector sleeves. The adviser considers rebalancing when a sector sleeve reaches 12% and will rebalance before a sector sleeve reaches 20% allocation. To determine which ETF to purchase for a particular sleeve, the adviser considers ETF liquidity, fees, and expenses. The fund is suited for investors looking for long-term growth and who can tolerate large principal value fluctuations. Prior to March 08, 2023, the fund was named Mohr Sector Navigator ETF. Prior to March 17, 2023, the fund traded under the ticker symbol, ENAV.
公司网站 :
https://mohrfunds.com/enav/
总经理:-
建立时间:2023
公司总部:Collaborative Investment Series Trust Mohr Sector Nav ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds