The RHTX ETF is managed by Adaptive ETF, a well-established investment management company with a track record of delivering innovative and actively managed exchange-traded funds. Founded with the aim of providing investors with a dynamic and flexible investment solution, Adaptive ETF actively manages the RHTX ETF to seek total return by strategically allocating its assets among a diverse range of exchange-traded funds (ETFs) that are not affiliated with the fund. In addition to its ETF holdings, the RHTX ETF may also employ options strategies on index ETFs, sector ETFs, individual equities, and cash equivalents for risk management purposes. The fund's investment strategy includes a focus on U.S. and foreign equity securities, as well as investment-grade fixed income securities, all selected based on performance history, portfolio manager expertise, and rigorous risk/return analysis. The asset allocation strategy is guided by Adaptive ETF's proprietary research, considering factors such as macroeconomic conditions and industry trends. This dynamic approach allows the RHTX ETF to adapt to changing market conditions and pursue its investment objectives effectively.
While the Rafferty Thematic ETFs - Nasdaq NexGen Economy ETF (RHTX) primarily emphasizes thematic investing, it also considers dividend distributions as part of its investment approach. The dividends within RHTX are reflective of the underlying companies within the Nasdaq NexGen Economy Index, and the distribution policies align with the individual dividend policies of those constituents. Investors in RHTX can expect periodic dividend distributions, providing a potential income stream alongside exposure to innovative and thematic segments of the economy.
The RHTX ETF, which stands for Redhaven Tactical ETF, follows an actively managed strategy rather than tracking a specific index. The fund aims to achieve its investment objective of total return by investing in a portfolio of exchange-traded funds (ETFs) registered under the Investment Company Act of 1940. These ETFs should not be affiliated with the RHTX fund and are collectively referred to as Portfolio Funds. Additionally, the RHTX ETF may utilize put and call options on various index ETFs, sector ETFs, individual equities, and hold cash equivalents as part of its risk management strategy. The RHTX ETF's investment strategy focuses on asset allocation, where the fund's advisor selects ETFs that invest in both equity securities and fixed income securities. Equity securities encompass U.S. and foreign large-cap, mid-cap, and small-cap securities. On the other hand, fixed income securities are primarily investment grade and may have varying durations and maturities, though they are expected to be predominantly short to medium term. The fund's asset allocation decisions are informed by the advisor's research, combining technical and economic fundamental analysis. This research considers macroeconomic factors, such as economic and industry conditions, to determine the optimal allocation between equity and fixed income securities, which can range from 0% to 100% of the fund's assets. Furthermore, the RHTX ETF may invest a portion of its assets in ETFs that focus on alternative investments like Real Estate Investment Trusts (REITs), limited partnerships, commodities, long/short equity, or global macro strategies, with a potential allocation of up to 20% of the fund's assets.
While specific correlation data for the Rafferty Thematic ETFs - Nasdaq NexGen Economy ETF (RHTX) is not readily available here, understanding correlations is crucial for investors to assess an ETF's performance in relation to the broader market. Investors can leverage the ETF Insider web app to delve into comprehensive correlation analyses, offering deep insights into how RHTX interacts with various market factors. The app's user-friendly visualization tools facilitate a thorough examination of correlations, overlaps, and relationships, empowering investors to make informed decisions based on a nuanced understanding of RHTX's market behavior.
The RHTX Sector ETF employs an actively managed investment strategy, seeking total return by investing in a diversified portfolio of exchange-traded funds (ETFs) registered under the Investment Company Act of 1940. This ETF aims to achieve its investment objective by investing in a mix of equity and fixed income securities, with a focus on U.S. and foreign markets. Additionally, the fund may use options and ETFs for risk management purposes and may allocate a portion of its assets to alternative investments, including Real Estate Investment Trusts (REITs), limited partnerships, commodities, long/short equity, or global macro strategies. The fund's risk management strategy involves monitoring technical metrics on equity indices to identify potential periods of higher market risk, and it may utilize a hedge overlay for downside protection when necessary. The fund's portfolio manager selects ETFs based on their performance track record, risk/return analysis, and alignment with the fund's investment policies. This active approach may result in relatively higher portfolio turnover compared to other funds, potentially impacting performance due to transaction costs and taxes.
The exposure characteristic of the RHTX ETF is driven by its unique approach to actively managed investments. Unlike traditional index-based ETFs, RHTX seeks to achieve total return by investing in a diversified portfolio of exchange-traded funds (ETFs) registered under the Investment Company Act of 1940, with a focus on managing risk and optimizing returns. The ETF''s asset allocation strategy includes a mix of equity securities, both domestic and international, across various market capitalizations (large cap, mid cap, and small cap), as well as fixed income securities, primarily investment grade with varying durations. Additionally, RHTX may allocate a portion of its assets to alternative investments, such as Real Estate Investment Trusts (REITs), limited partnerships, commodities, long/short equity, or global macro strategies, for potential diversification and risk mitigation.
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