FDAT Profile
The Tactical Advantage ETF is an actively managed fund-of-ETFs designed to offer investors a diversified portfolio by allocating its assets across a range of exchange-traded funds (ETFs) listed on U.S. stock exchanges. Managed by Family Dynasty Advisors LLC, the fund's investment strategy focuses on selecting ETFs that primarily target U.S. equity securities or high-yield bonds. This approach aims to provide a balanced exposure to different asset classes, leveraging the expertise of various ETF managers to optimize returns and manage risk.
The fund's investment process involves a tactical allocation strategy, where the sub-adviser dynamically adjusts the fund's exposure based on market conditions and investment opportunities. By investing in ETFs that focus on U.S. equities and high-yield bonds, the fund seeks to capture growth potential from the equity markets while also benefiting from the higher income yields associated with high-yield bonds. This dual focus is intended to provide investors with a diversified and potentially more resilient investment portfolio.
In addition to its investments in equity and bond ETFs, the Tactical Advantage ETF also maintains a position in cash and cash equivalents. This allocation is designed to offer liquidity and flexibility, allowing the fund to take advantage of short-term market opportunities and manage cash flow requirements. The inclusion of cash and cash equivalents provides a buffer against market volatility and can be used to opportunistically invest in new ETFs or rebalance the portfolio as needed.
Overall, the Tactical Advantage ETF represents a strategic approach to investing in a variety of asset classes through a selection of underlying ETFs. The fund's actively managed structure and focus on U.S. equity and high-yield bond ETFs, combined with a reserve of cash, aim to deliver a well-rounded investment experience. Investors seeking a managed fund that provides diversified exposure to equities and bonds, with the flexibility to adapt to market changes, may find this ETF to be a suitable addition to their portfolios.
|
