The issuer of the FUT ETF, an actively managed exchange-traded fund (ETF), is dedicated to achieving positive returns that are not directly correlated to broad equity or fixed income markets. This issuer employs the S&P® Strategic Futures Index as its performance benchmark and endeavors to capture economic benefits from trends in physical commodities, interest rates, and currencies markets. While the FUT ETF generally seeks exposure to the commodity and financial markets included in the Benchmark, it distinguishes itself as a non-index issuer ETF by actively selecting investments with varying maturities from the underlying components of the Benchmark, aiming to enhance its performance. The FUT ETF utilizes a combination of commodity futures contracts, currency and U.S. Treasury futures contracts, and financial instruments, including derivatives and money market instruments, to achieve its investment objectives. Please refer to the Fund's Prospectus for a comprehensive overview of its investment objectives, principal strategies, and associated risks.
While the primary objective of the Fidelity MSCI Utilities Index ETF (FUT) is to track the performance of the utilities sector, it also offers dividend potential to its investors. Eligibility for dividends in this ETF depends on the dividend policies and performance of the constituent companies within the utilities sector. Dividend distributions from FUT typically occur on a quarterly basis, reflecting the dividends declared by the underlying utility companies. Investors looking for exposure to the utilities sector while potentially benefiting from dividend income may consider FUT as part of their investment portfolio.
The ProShares Commodity Strategy ETF (FUT) employs an actively managed approach to seek positive returns that are not directly correlated with broad equity or fixed income markets. This ETF utilizes the S&P® Strategic Futures Index as its performance benchmark, which aims to capture economic trends in physical commodities, interest rates, and currency markets by taking long or short positions in related futures contracts. While FUT generally seeks exposure to the commodities and financial markets included in the benchmark, it is not an index-tracking ETF and actively selects investments with varying maturities from the underlying components of the benchmark to enhance performance. Investors in FUT should be aware that its performance may not always align with the benchmark's performance, and there is no assurance of positive returns. The fund predominantly invests in commodity futures contracts, currency and U.S. Treasury futures contracts, and cash or cash equivalents to achieve its objectives. Additionally, FUT may gain exposure to commodity markets through its subsidiary, the ProShares Cayman Portfolio I, which has a similar investment objective as the main fund. Please refer to the Fund's Prospectus for more details on its investment strategies and risks.
The correlation aspect of the actively managed ProShares Cayman Portfolio I ETF (FUT) plays a pivotal role in understanding its unique behavior in relation to broader equity and fixed income markets. Unlike traditional ETFs, FUT aims to achieve positive returns that are not directly correlated to these markets. FUT utilizes the S&P® Strategic Futures Index as its benchmark, seeking to capture economic benefits from trends in commodities, interest rates, and currency markets through long or short positions in related futures contracts. For investors interested in understanding and utilizing FUT's distinctive correlation characteristics, ETF Insider offers a valuable web app with deep data and simple visualization tools to explore correlations with other US ETFs and identify potential diversification opportunities and risk management strategies. By using this tool, investors can gain insights into how FUT's correlation behavior aligns with their investment goals and risk tolerance.
The Alternative Sources ETF (FUT) operates in a sector that actively manages exchange-traded funds to achieve positive returns that are not directly correlated to broad equity or fixed income markets. FUT utilizes the S&P Strategic Futures Index as its benchmark, seeking to capture economic benefits from trends in physical commodities, interest rates, and currency markets. It employs a dynamic approach to actively select investments within these sectors, aiming to benefit from both rising and declining trends in the underlying assets. This active management strategy distinguishes FUT from traditional index-tracking ETFs, potentially offering unique investment opportunities but also carrying a higher level of risk.
The exposure characteristic of the XYZ Bond Fund (FUT) primarily revolves around debt securities and derivatives. Under normal circumstances, FUT invests at least 80% of its assets in debt securities and derivative instruments with similar characteristics. These investments include a diverse mix of government obligations, mortgage- and asset-backed securities, corporate debt securities, and other assets with debt-like characteristics, maintaining a dollar-weighted average portfolio maturity of three years or less. While the fund primarily focuses on investment-grade securities, it may allocate up to 20% of its net assets to below-investment-grade securities, sometimes referred to as junk bonds. Furthermore, FUT has the flexibility to invest up to 20% of its net assets in foreign debt securities, including those denominated in non-U.S. currencies and securities from emerging market countries. Additionally, the fund may use futures contracts, including U.S. Treasury futures, to manage duration, adjust exposure to changing security prices, enhance income, and hedge against specific risks, all while maintaining its market exposure.
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5 min readThe FUT 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 FUT ETF.
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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.
