RSST Profile
The Return Stacked U.S. Stocks & Managed Futures ETF is an actively-managed exchange-traded fund designed to pursue a dual-strategy investment approach. The fund aims to achieve its investment objective by integrating two complementary strategies: a U.S. Equity strategy and a Managed Futures strategy. Under normal market conditions, the fund allocates at least 80% of its net assets, including any borrowings for investment purposes, to these strategies, providing a balanced exposure to both asset classes.
The U.S. Equity strategy focuses on investing in a diverse selection of U.S. stocks, targeting companies across various sectors to achieve broad market exposure. This approach allows the fund to capture potential growth opportunities within the U.S. equity market, leveraging the performance of a range of domestic companies. The equity component is designed to provide capital appreciation and income through dividends from high-quality U.S. stocks.
The Managed Futures strategy, on the other hand, involves investing in futures contracts across various asset classes, including commodities, currencies, and interest rates. This strategy aims to provide diversification and mitigate risks associated with traditional equity investments. By employing futures contracts, the fund can potentially benefit from price movements in various markets, offering a hedge against equity market volatility and contributing to overall portfolio stability.
As a non-diversified fund, the Return Stacked U.S. Stocks & Managed Futures ETF concentrates its investments according to its strategic approach. This allows for targeted exposure to the U.S. equity market and managed futures, seeking to enhance returns and manage risk through its dual-strategy framework. Investors in this fund gain access to a unique blend of asset classes, aiming to achieve a balanced and resilient investment portfolio.
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