RH Tactical Rotation ETF (RHRX)
13.93
+0.03
(+0.24%)
USD |
NYSEARCA |
Apr 24, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 1.36% | 0.20% | 12.61M | 3337.03 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.00% | 78.83% | -10.39M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks capital appreciation. The fund is an actively managed ETF, it will not seek to replicate the performance of an index. The advisor seeks to achieve the fund’s investment objective of capital appreciation 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. The investments of the portfolio funds will generally be comprised of equity securities included in the S&P 500 Index and principally consisting of common stock. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Category Name | Tactical Allocation |
| Category Index | Morningstar Mod Agg Tgt Risk TR USD |
| Global Category Name | Flexible Allocation |
| YCharts Categorization | Other |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Adaptive ETF |
| Prospectus Benchmark Index | |
| Morningstar Mod Agg Tgt Risk TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Scott Wetherington | 11.54 yrs |
Performance Versus Category
As of April 24, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 24, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks capital appreciation. The fund is an actively managed ETF, it will not seek to replicate the performance of an index. The advisor seeks to achieve the fund’s investment objective of capital appreciation 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. The investments of the portfolio funds will generally be comprised of equity securities included in the S&P 500 Index and principally consisting of common stock. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Category Name | Tactical Allocation |
| Category Index | Morningstar Mod Agg Tgt Risk TR USD |
| Global Category Name | Flexible Allocation |
| YCharts Categorization | Other |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Adaptive ETF |
| Prospectus Benchmark Index | |
| Morningstar Mod Agg Tgt Risk TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Scott Wetherington | 11.54 yrs |