Return Stacked® US Stocks & Mgd Futs ETF (RSST)
24.50
-0.09
(-0.37%)
USD |
BATS |
Jun 28, 16:00
24.50
0.00 (0.00%)
After-Hours: 20:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.98% | -0.03% | 169.71M | 88828.00 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
0.77% | 19.00% | 131.03M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks long-term capital appreciation. The fund is an actively-managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing in two complimentary investment strategies, a U.S. Equity strategy and a Managed Futures strategy. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, in (a) the U.S. Equity strategy and (b) the Managed Futures strategy. The fund is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Blend |
Category Index | -- |
Global Category Name | US Equity Large Cap Blend |
YCharts Categorization | US Large Cap Blend |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Newfound Research |
Prospectus Benchmark Index | |
N/A | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Adam Butler | 0.74 yrs |
Charles Ragauss | 0.74 yrs |
Corey Hoffstein | 0.74 yrs |
Michael Philbrick | 0.74 yrs |
Qiao Duan | 0.74 yrs |
Rodrigo Gordillo | 0.74 yrs |
Steven Braun | 0.74 yrs |
Performance Versus Category
As of June 27, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of June 27, 2024.
Basic Info
Investment Strategy | |
The investment seeks long-term capital appreciation. The fund is an actively-managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing in two complimentary investment strategies, a U.S. Equity strategy and a Managed Futures strategy. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, in (a) the U.S. Equity strategy and (b) the Managed Futures strategy. The fund is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Blend |
Category Index | -- |
Global Category Name | US Equity Large Cap Blend |
YCharts Categorization | US Large Cap Blend |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Newfound Research |
Prospectus Benchmark Index | |
N/A | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Adam Butler | 0.74 yrs |
Charles Ragauss | 0.74 yrs |
Corey Hoffstein | 0.74 yrs |
Michael Philbrick | 0.74 yrs |
Qiao Duan | 0.74 yrs |
Rodrigo Gordillo | 0.74 yrs |
Steven Braun | 0.74 yrs |