BDGS Profile
The Bridges Capital Tactical ETF is an actively managed exchange-traded fund (ETF) designed to achieve its investment objective through a strategic blend of assets. The fund primarily invests in a combination of passively managed U.S. equity index ETFs, large-capitalization equity securities, and cash or cash equivalents. This diversified approach allows the fund to capture potential growth opportunities while maintaining flexibility in its investment strategy.
The ETF typically holds a concentrated portfolio of between 5 to 20 investments, selected from a broad universe of large-capitalization U.S. equity securities and index ETFs. These index ETFs track various U.S. equity indexes, including those representing small-, mid-, and large-cap stocks. By investing in these ETFs, the fund gains exposure to different segments of the U.S. equity market, enhancing its ability to achieve diversified growth.
The funds active management strategy allows for tactical adjustments based on market conditions and economic trends. This means the portfolio managers can make decisions to overweight or underweight specific sectors or asset classes, including shifts between large-cap stocks and index ETFs, to align with their market outlook and investment goals. The use of cash or cash equivalents provides additional flexibility for liquidity management and strategic opportunities.
The Bridges Capital Tactical ETF aims to balance growth potential with risk management through its diversified and tactical approach. By leveraging a mix of large-cap equities and passively managed index ETFs, the fund seeks to offer investors a dynamic investment solution that adapts to changing market environments while striving to meet its investment objectives.
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