RULE Profile
The Adaptive Core ETF adopts a flexible investment approach by diversifying across a broad spectrum of assets. The fund invests in individual equity securities irrespective of market capitalization, meaning it can include large-cap, mid-cap, and small-cap stocks. Additionally, the ETF incorporates exchange-traded funds (ETFs) that provide exposure to equities across various market capitalizations, including those with convertible equity securities and fixed income instruments. This diverse investment strategy allows the fund to adapt to changing market conditions and seek opportunities across different segments of the equity market.
The funds portfolio encompasses securities from issuers across all market capitalizations, credit qualities, maturities, and geographical locations. This approach enables the ETF to capture growth and income potential from a wide range of sources. The inclusion of fixed income securities, which may extend to those with credit ratings below investment grade, commonly referred to as "junk bonds," adds an additional layer of potential yield. By investing in lower-rated bonds, the fund aims to benefit from higher returns, though these investments also carry higher risk.
The Adaptive Core ETF's strategy reflects a commitment to balancing growth and income opportunities by integrating various asset classes and credit qualities. This diversification helps in managing risk while striving to enhance returns. The flexibility in asset selection allows the fund to respond dynamically to market trends and shifts, adjusting its holdings to optimize performance based on prevailing economic conditions and market outlooks.
As a result of its broad investment mandate, the Adaptive Core ETF may exhibit higher volatility compared to more narrowly focused funds. However, this extensive reach across different asset classes and market segments positions it as a versatile tool for investors seeking diversified exposure. The funds comprehensive approach aims to capture a wide array of market opportunities, making it suitable for investors who value a dynamic and adaptable investment strategy.
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