RH Tactical Outlook ETF (RHTX)
20.16
+0.07
(+0.34%)
USD |
NYSEARCA |
May 21, 16:00
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 1.51% | 0.05% | 8.134M | 640.80 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| -- | 44.00% | -1.342M |
Basic Info
| Investment Strategy | |
| The Fund seeks total return through a combination of capital appreciation and current income, with a secondary goal of downside protection. The strategy will follow an asset allocation strategy under which the Advisor selects exchange traded funds that invest in equity securities and fixed income securities. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Multi-Cap Growth Funds |
| Global Macro | Equity North America |
| US Macro | Multi-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | Cavalier Funds |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of May 22, 2026.
Asset Allocation
As of April 30, 2026.
| Type | % Net |
|---|---|
| Cash | 1.84% |
| Stock | 74.76% |
| Bond | 2.16% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 21.24% |
Basic Info
| Investment Strategy | |
| The Fund seeks total return through a combination of capital appreciation and current income, with a secondary goal of downside protection. The strategy will follow an asset allocation strategy under which the Advisor selects exchange traded funds that invest in equity securities and fixed income securities. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Multi-Cap Growth Funds |
| Global Macro | Equity North America |
| US Macro | Multi-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | Cavalier Funds |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
