TUGN Profile
The STF Tactical Growth & Income ETF is an actively managed exchange-traded fund designed to achieve its investment objective through a diversified allocation strategy. The fund primarily invests in a combination of U.S. equity securities and ETFs that aim to replicate the performance of the Nasdaq-100 Index. This focus on the Nasdaq-100 allows the fund to capture growth opportunities from large-cap technology and innovative companies that constitute this index, which includes major players in sectors such as technology, consumer services, and healthcare.
In addition to its equity investments, the fund allocates a portion of its assets to long-duration U.S. Treasury securities or ETFs that hold these securities. This fixed income allocation provides the fund with a stable source of income and a degree of protection against equity market volatility. By investing in long-duration Treasuries, the fund aims to benefit from interest rate movements and enhance its overall return profile. The fixed income component helps balance the growth-oriented equities with a more stable, income-generating investment.
The fund also maintains a portion of its assets in short-term U.S. Treasury bills, money market funds, and cash or cash equivalents. This allocation to cash equivalents ensures liquidity and flexibility, allowing the fund to quickly respond to changing market conditions and capitalize on short-term opportunities. The presence of cash and short-term instruments serves as a safeguard against market downturns and provides a buffer to manage the funds overall risk profile.
As a non-diversified fund, the STF Tactical Growth & Income ETF concentrates its investments across these selected asset classes, focusing on achieving its investment goals through a tactical approach. The funds strategy of blending equity exposure, fixed income investments, and cash equivalents is designed to offer both growth potential and income stability, appealing to investors seeking a balanced yet dynamic investment solution. The active management approach enables the fund to adjust its allocations in response to market trends and economic conditions, aiming to deliver optimal returns while managing risk.
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