SNAV seeks to allocate exposure across the S&P 500's 11 sectors by investing in passively managed, sector-specific ETFs. The adviser analyzes a sectors potential for attractive risk-adjusted returns by utilizing quantitative data, including price movement. If a sector has a positive market signal, the fund invests in a corresponding 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. On each rebalancing, the fund equally weights the 11 sector sleeves. The adviser 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 can tolerate large principal value fluctuations. Before March 08, 2023, the fund was named Mohr Sector Navigator ETF and prior to March 17, 2023, it traded using the ticker 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