The LEXI ETF is an actively managed fund with Alexis Investment Partners, LLC serving as the fund's investment adviser. This ETF offers investors flexibility by allocating its assets across global markets and various asset classes, including equities, fixed income, commodities (including precious metals), and real estate (including real estate investment trusts, or REITs). Additionally, it employs alternative strategies such as merger arbitrage, convertible bonds, and options-based strategies. The fund's asset allocation is determined by the Adviser's assessment of a range of indicators, market cycle analysis, and practical judgment. While it aims for a long-term target allocation of 70% equity and 30% fixed income, the fund's asset allocation may vary depending on market conditions and investment opportunities. The LEXI ETF primarily invests in other ETFs to manage cash positions and gain exposure to diverse asset classes and geographic regions, including emerging and frontier markets. It may also invest in a wide range of fixed-income securities, including those with below-investment-grade ratings, as well as stocks of companies of any capitalization, publicly traded REITs, and exchange-traded notes (ETNs). Additionally, the fund may hold cash and cash equivalents, including various short-term instruments.
While the LEXI ETF (LEXI) primarily emphasizes capital growth, it also incorporates dividends from its underlying assets. Dividend distributions for this ETF usually occur on a quarterly basis and are dependent on the dividend policies and financial performance of the constituent companies within the fund's portfolio. Given LEXI's focus on a mix of growth-oriented assets, investors can expect potential capital appreciation alongside modest dividend returns.
Tracking a Diverse Range of Asset Classes and Strategies The LEXI Tracking ETF is an actively managed fund with Alexis Investment Partners, LLC serving as its investment adviser. This ETF offers investors flexibility in asset allocation across global markets and various asset classes, including equity, fixed income, commodities, real estate (including REITs), and alternative strategies such as merger arbitrage and options-based strategies. The fund's allocation decisions are based on a range of proprietary and non-proprietary indicators, market cycle analysis, and practical judgment, evolving over time to consider factors like historical risk-return characteristics, global market valuations, inflation, correlations, and more. LEXI Tracking utilizes quantitative screening and optimization tools to manage market exposures and risks effectively, with ongoing monitoring and rebalancing to maintain desired parameters. While its long-term target allocation is 70% equity and 30% fixed income, the tactical nature of its strategy may cause allocation variations based on market conditions, making it a dynamic choice for investors seeking diverse exposure. The fund may primarily invest in other ETFs, offering a versatile approach to achieving broad asset class exposure and geographic diversification, including developed and emerging markets, with a potential for investments in securities denominated in foreign currencies and fixed-income securities of various credit qualities, including below investment grade. LEXI Tracking also has the flexibility to invest in stocks, publicly traded REITs, exchange-traded notes (ETNs), and various cash equivalents to optimize its portfolio based on market dynamics and opportunities.
The correlation aspect of the actively managed LEXI ETF, overseen by Alexis Investment Partners, LLC as the investment adviser, is known for its dynamic approach to asset allocation across global markets and various asset classes. With the flexibility to invest in equities, fixed income, commodities, real estate, and alternative strategies, LEXI's correlation with different market segments evolves over time based on proprietary indicators, market cycle analysis, and practical judgment. Investors benefit from LEXI's ability to adapt its portfolio allocation to changing market conditions, making it a valuable tool for those seeking diversified exposure to a wide range of investment opportunities.
The LEXI Sector ETF is managed by Alexis Investment Partners, LLC, and it offers investors a flexible approach to asset allocation. This actively managed ETF can invest in various asset classes, including equity, fixed income, commodities (including precious metals), and real estate investment trusts (REITs). Additionally, the fund has the capability to employ alternative strategies such as merger arbitrage and options-based strategies. The tactical nature of the fund's strategy allows it to adapt to changing market conditions, potentially resulting in varying asset allocations over shorter or longer market cycles. While it maintains a target allocation of 70% in equity securities and 30% in fixed income securities over the long term, this allocation may change to seize opportunities and manage risks effectively. LEXI Sector ETF also utilizes ETFs to provide exposure to diverse asset classes, geographic regions, investment strategies, and market sectors. It may invest in both developed and emerging markets, including frontier markets, and can include securities denominated in foreign currencies. The fund's fixed-income investments may encompass a range of credit qualities, including securities below investment grade, while its equity investments may span companies of varying capitalizations, publicly traded REITs, and exchange-traded notes (ETNs). Cash and cash equivalents may include various short-term instruments with a remaining maturity of 397 days or less.
The exposure characteristic of the LEXI leveraged ETF underscores its goal of delivering daily returns that are 300% of its benchmark index's performance. It is important to note that this ETF is designed for short-term trading and should not be relied upon to provide three times the cumulative return of the benchmark over extended periods. For comprehensive insights into LEXI's exposure and potential correlations with other assets, consider using the ETF Insider web app, which offers in-depth data and visualization tools for a deeper understanding of US ETFs.
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