The Euclid Adaptive Equity Fund (EUCG) is actively managed and seeks to achieve its investment objective through systematic trend-following techniques, market analysis, and risk management. Euclid Investment Advisory, LLC, the Fund's investment sub-adviser, employs a strategy that directs exposure to various U.S. and non-U.S. equity sectors, styles, and asset classes during different market environments. In low-risk environments, the Fund primarily invests in equity-focused ETFs tracking various indices, while in high-risk environments, it shifts towards fixed income securities, cash, or cash equivalents. The Sub-Adviser utilizes proprietary models and market indicators to assess risk and select the most advantageous ETFs to achieve the Fund's objective, aiming to outperform the S&P 500 Index regardless of market conditions. The Fund is considered non-diversified, allowing for a concentrated portfolio designed for optimal performance.
The EUCG ETF (EUCG) offers investors the potential for dividend income, though it primarily focuses on European companies with strong environmental, social, and governance (ESG) practices. Dividend eligibility within EUCG depends on the dividend policies and performance of the European companies in its portfolio. Generally, dividends are distributed on a periodic basis, with the frequency determined by the individual dividend schedules of the underlying holdings. Investors looking to align their investment strategy with ESG principles while also seeking dividend income may find EUCG to be an appealing option within their portfolio.
Euclid Investment Advisory, LLC employs a systematic trend-following approach to steer the investment strategy of the EUCG ETF. This actively-managed exchange-traded fund seeks to manage its exposure to various U.S. and non-U.S. equity sectors, styles, and asset classes in a low-risk environment, such as a bull market, while shifting towards fixed income securities, cash, or cash equivalents in a higher-risk environment, like a bear market. To achieve this objective, the fund primarily invests in shares of ETFs that aim to track various indices, selecting from a wide range of asset classes, including U.S. large, mid, and small-cap stocks, growth and value-oriented companies, sector-specific entities, real estate firms (including REITs), dividend-paying securities, foreign developed and emerging markets, and fixed income instruments, particularly U.S. Treasury notes and bonds. The Sub-Adviser actively monitors market conditions, conducts sector and asset class analysis, and employs a proprietary model to make investment decisions, with the goal of outperforming the S&P 500 Index across different market environments. The fund's flexibility and adaptability make it a compelling choice for investors seeking dynamic exposure to various market conditions.
The correlation aspect of the Euclid Core Equity Fund (EUCG) is a crucial element of its active management strategy. This actively-managed exchange-traded fund employs systematic trend-following techniques, market analysis, and risk management to adjust its exposure to various U.S. and non-U.S. equity sectors, styles, and asset classes based on market conditions. The fund's correlation with different market segments and its ability to navigate low-risk and high-risk environments is an integral part of its investment approach. Investors looking to understand EUCG's performance in different market conditions can benefit from studying its correlations with various indices and asset classes.
The Euclid Capital Growth ETF (EUCG) operates in an actively-managed space, utilizing systematic trend-following techniques, market analysis, and risk management to navigate various U.S. and non-U.S. equity sectors, styles, and asset classes. In a low-risk environment, such as a bull market, the ETF seeks exposure to equities, while in a higher-risk environment, like a bear market, it shifts toward fixed income securities, cash, or cash equivalents. The fund's investment sub-adviser, Euclid Investment Advisory, LLC, employs a dynamic approach to identify and invest in outperforming ETFs across multiple asset classes, providing investors with flexibility and adaptability in changing market conditions.
The exposure characteristic of the Euclid Capital Growth ETF ETF (EUCG) primarily focuses on the corporate bond market, with an emphasis on investment-grade securities. This ETF invests at least 80% of its net assets in corporate bonds and related instruments, aiming to provide investors with exposure to the corporate debt market while maintaining a focus on environmental, social, and governance (ESG) considerations. EUCG's investment strategy includes allocating up to 10% of its net assets to below-investment-grade corporate credit securities, commonly known as high-yield or junk bonds, and it also has the flexibility to invest in U.S. government securities and foreign bonds. Investors looking to navigate the corporate bond market with an ESG lens can use EUCG as a tool to achieve their objectives.For more detailed insights into EUCG's exposure, including sector allocations, ESG scores, and correlations with other assets, investors can leverage ETF Insider's web app. This tool offers comprehensive data and visualization capabilities, enabling investors to make informed decisions and gain a deeper understanding of the ETF's portfolio composition and risk factors.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
6 min readThe UOCT ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the UOCT ETF.
5 min readThe EUCG ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the EUCG ETF.
5 min readDiscover the top-performing energy ETFs that can help you capitalize on the potential growth in the energy sector. From renewable energy to traditional oil and gas, these ETFs offer exposure to various segments of the energy industry, allowing investors to align their portfolios with their investment goals and outlook on the sector. Explore the best energy ETFs to diversify your portfolio and take advantage of opportunities in this dynamic sector.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
