SNAV Profile
The Collaborative Investment Series Trust - Mohr Sector Nav ETF is an actively managed exchange-traded fund (ETF) that aims to deliver long-term growth through a strategic and tactical investment approach. Managed by the investment adviser, the fund focuses on capitalizing on sector-specific opportunities within the S&P 500 Index. It is designed for investors who seek substantial capital appreciation and can tolerate significant fluctuations in the value of their investments.
The fund's investment strategy involves actively selecting and weighting various industry sectors based on market conditions and economic trends. The adviser employs a tactical approach to allocate assets dynamically among the sectors represented in the S&P 500 Index. This method allows the fund to adapt to shifting market environments, aiming to capitalize on sector-specific growth opportunities and manage risks associated with broader market movements.
In pursuing its investment objective, the fund targets sectors within the S&P 500 that show potential for high returns. This could include sectors experiencing growth spurts, benefiting from technological advancements, or undergoing structural changes. The tactical approach enables the fund to adjust its sector allocations in response to market signals, aiming to enhance performance relative to a passive investment strategy.
Investors in the Mohr Sector Nav ETF should be prepared for higher volatility and significant variations in principal value, reflecting the fund's dynamic investment strategy and sector rotations. The actively managed nature of the fund provides opportunities for strategic sector investments but also requires investors to be comfortable with the potential for notable fluctuations in the fund's net asset value. The ETF is suitable for those seeking to leverage sector-specific trends and achieve long-term growth through an actively managed investment approach.
|
