The Global Target Range ETF (GTR) is managed by an experienced team of investment professionals dedicated to delivering consistent returns for investors. This actively managed exchange-traded fund (ETF) aims to replicate the performance of the TOPS® Global Equity Target Range® Index while recognizing that it may not match the index's returns due to factors such as assets flowing in and out of the fund and associated fees and expenses. The GTR ETF primarily follows a cash-secured call spread strategy on four ETFs representing large- and mid-capitalization companies in the United States, developed markets, and emerging markets, including the SPDR® S&P 500® ETF Trust (SPY), iShares Russell 2000 ETF (IWM), iShares MSCI EAFE ETF (EFA), and iShares MSCI Emerging Markets ETF (EEM). The fund's exposure to these underlying ETFs may vary over time, driven by market movements and fund flows, offering investors a dynamic approach to global equity exposure.
While the Global Total Return ETF (GTR) may not be primarily focused on dividends, it occasionally provides dividend distributions to its investors. These distributions are typically based on the performance and dividend policies of the underlying assets within the ETF portfolio. Investors in GTR can expect periodic dividend payments, although the ETF's primary objective is to deliver total returns through a diversified mix of assets, which may include stocks, bonds, and other investments.
The TOPS® Global Equity Target Range® Index aims to replicate the performance of the TOPS® Global Equity Target Range® Index, which employs an actively managed strategy. While the ETF's returns are expected to closely align with the Index, variations may occur due to factors such as asset flows, fees, and expenses. The Index employs a cash-secured call spread strategy, consisting of long and short call options on four ETFs tracking U.S., developed market, and emerging market companies: SPDR® S&P 500® ETF Trust (“SPY”), iShares Russell 2000 ETF (“IWM”), iShares MSCI EAFE ETF (“EFA”), and iShares MSCI Emerging Markets ETF (“EEM”). The ETF dynamically adjusts its holdings based on the Index, offering investors exposure to a diverse range of global equities.
The correlation dynamics of the GTR ETF in relation to other market indices or assets are not specified here. Correlation insights are pivotal for investors to understand how an ETF might behave in different market conditions. For a comprehensive analysis of GTR's correlation with other assets and a deeper understanding of its market behavior, the ETF insider tool is a valuable resource. This web app offers extensive data on every US ETF, highlighting overlaps and correlations in an easily digestible format.
The GTR ETF primarily focuses on tracking the TOPS® Global Equity Target Range® Index. While this ETF aims to replicate the performance of the Index, it is actively managed. The Index's strategy involves a cash-secured call spread strategy, primarily using four ETFs: SPY, IWM, EFA, and EEM, which represent large- and mid-cap companies across the United States, developed market countries, and emerging market countries. This unique approach offers investors exposure to a mix of global equity markets, providing potential opportunities for capital growth and diversification. However, due to the actively managed nature of the ETF and the fluctuations in the options and cash collateral components, its returns may differ from those of the Index.
The specific market, regional, and sector exposure of the GTR ETF is not detailed here. However, understanding an ETF's exposure is essential for investors aiming to align their portfolios with their investment goals. To delve deeper into GTR's market allocations and intricacies, the ETF insider tool is invaluable. This web app provides in-depth data on every US ETF, showcasing overlaps, correlations, and other pivotal metrics in a visually intuitive manner.
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