The Innovator Growth Opportunities ETF is an actively managed exchange-traded fund (ETF) designed to deliver excess returns over the S&P Global BMI through a systematic rules-based investment process. This fund is aimed at providing investors with exposure to global equities markets. Gradient Investments, LLC, and Penserra Capital Management LLC are the investment sub-advisers responsible for executing the fund's investment program, implementing portfolio strategies, and managing cash in line with Gradient's strategy signals and investment guidance. These sub-advisers are independent entities not affiliated with the Innovator Capital Management, LLC, the fund's investment adviser.
While the iShares iBoxx $ Investment Grade Corporate Bond ETF (IGTR) primarily focuses on investment-grade corporate bonds, it also incorporates dividend distributions. These distributions typically follow the interest payments received from the underlying bonds held in the ETF's portfolio. IGTR's dividend eligibility is tied to the bond issuers' payment schedules, and distributions are usually made on a monthly or quarterly basis, depending on the bond coupon payment frequency. Investors seeking a blend of stability and income may consider IGTR for its consistent dividend stream and the relative safety of investment-grade bonds.
Tracking the Strongest Global Equity Market Segments The IGTR ETF, an actively managed exchange-traded fund, aims to deliver excess returns over the S&P Global BMI by utilizing a rules-based investment process. This ETF focuses on identifying the global equity market segment displaying the strongest price momentum metrics, selecting from a universe of ten market segments, including U.S. high beta, international developed momentum, emerging market momentum, and more. The fund's strategy involves monthly analysis to determine the best geographic equity market and market subsector to invest in, with the goal of achieving sustained positive momentum returns. This active approach, managed by Gradient Investments and Penserra Capital Management, makes IGTR an intriguing option for investors seeking to capitalize on market momentum trends.
The correlation aspect of the Innovator Gradient Tactical Rotation Strategy ETF is not readily available in the provided information. However, understanding the correlation of this ETF with various assets and sectors is essential for making informed investment decisions. To gain insights into its correlations and overlap with other assets, investors can utilize the ETF Insider web app, which offers comprehensive data and visualization tools for studying correlations among US ETFs. This tool can help investors effectively manage risk, diversify their portfolios, and make informed decisions in the dynamic world of ETF investing.
The Innovator Global Tactical Rotator ETF (IGTR) utilizes a dynamic investment strategy to seek excess returns over the S&P Global BMI. This actively managed ETF employs a rules-based approach to identify the global equity market segment displaying the strongest price momentum metrics. It divides its investments into ten market segments, covering various geographic equity markets and market subsectors, such as high beta, momentum, neutral broad market, and low volatility. IGTR aims to provide investors with exposure to the strongest-performing market segments while actively managing its portfolio to capture price momentum trends.
The exposure characteristic of the Innovator Gradient Tactical Rotation Strategy ETF emphasizes its focus on generating excess returns over the S&P Global BMI through a rules-based investment process. This ETF is actively managed and seeks to identify the global equity market segment displaying the strongest price momentum metrics on a monthly basis. It invests in a range of equity securities, including both U.S. and non-U.S. listed common stocks and depositary receipts, with a strategic focus on high beta, momentum, neutral broad market, and low volatility market subsectors within various geographic equity markets. To gain deeper insights into the exposure, overlap, correlations, and other relevant data for Innovator Global Tactical Rotator ETFand other U.S. ETFs, you can utilize ETF Insider's web app, which offers comprehensive visualization tools and analysis capabilities.
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5 min readThe IGTR 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 IGTR ETF.
5 min readThe A vs C ETF (Alpha vs. Beta ETF) is a unique exchange-traded fund that aims to provide investors with a strategic approach to balancing alpha-seeking and beta-seeking investments. This ETF offers exposure to both actively managed funds seeking to outperform the market (alpha) and passively managed funds seeking to track market performance (beta), offering a comprehensive solution to diversify and optimize investment strategies. Discover how the A vs C ETF caters to different risk preferences and investment objectives, allowing investors to achieve a well-rounded and balanced portfolio.
4 min readCompare the PHYG and SGDJ ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies to see how they stack up against each other. Whether you're a seasoned investor or just getting started, our comparison provides valuable insights to guide your investment decisions.
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.
