Industry description
The investment seeks total return through a combination of capital appreciation and current income,with a secondary goal of downside protection.
The fund is an actively managed ETF, it will not seek to replicate the performance of an index. The adviser seeks to achieve the fund’s investment objective of total return by investing in ETFs that are registered under the Investment Company Act of 1940, as amended (the “1940 Act”) and not affiliated with the fund (together, the “portfolio funds”). The fund may invest 0-100% of its assets in equity and in fixed income securities based on the optimal allocation suggested by the advisor’s research.
High and low price notable news
The average weekly price growth across all stocks in the RH Tactical Outlook ETF ETF was 2%. For the same ETF, the average monthly price growth was -5%, and the average quarterly price growth was -8%. MSTR experienced the highest price growth at 11%, while GLD experienced the biggest fall at -1%.