TUG Profile
The STF Tactical Growth ETF is an actively managed exchange-traded fund designed to pursue its investment objective through a strategic allocation across various asset classes. The funds approach includes investing in a combination of U.S. equity securities and ETFs that aim to replicate the performance of the Nasdaq-100 Index. This Index Allocation focuses on capturing the performance of leading technology and growth-oriented companies, providing exposure to a dynamic segment of the equity market.
In addition to its equity investments, the fund allocates assets to long-duration U.S. Treasury securities, either directly or through ETFs that hold such securities. This Fixed Income Allocation is intended to provide a stable source of income and help mitigate the volatility typically associated with equities. By investing in long-duration Treasuries, the fund aims to benefit from the potential for capital appreciation in a low-interest-rate environment, while also managing interest rate risk.
The ETF also maintains a portion of its assets in short-term U.S. Treasury bills, money market funds, and cash or cash equivalents. This Cash Equivalents allocation serves to provide liquidity and reduce overall portfolio risk. It allows the fund to respond quickly to market changes and capitalize on short-term opportunities, while also preserving capital during periods of market uncertainty or volatility.
Overall, the STF Tactical Growth ETF seeks to achieve a balanced and strategic investment approach by diversifying across growth equities, long-duration fixed income, and cash equivalents. Its non-diversified nature reflects a focus on selectively chosen asset classes and investments, aiming to deliver growth potential while managing risk through tactical asset allocation. This approach is designed to adapt to changing market conditions and enhance the funds ability to achieve its investment objectives.
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