DUDEMerlyn.AI SectorSurfer Momentum ETF
DUDE Fund Description
DUDE is a fund-of-funds that is passively managed to track an index that shifts strategies during times of bull and bear markets. The fund uses an algorithmic indicator that uses momentum and other technical factors to assess market risk.
DUDE Factset Analytics Insight
DUDE tracks an index that shifts its investment strategies during times of market decline. The fund uses their algorithmic “Bull/Bear” Indicator that uses price-trend, market momentum, value sentiment, and market volatility to assess market conditions. It maintains the “Bull” condition during times of advancing market, and the “Bear” condition during decline. During bull markets, the index selects six thematic ETFs (four sectors and two geopolitical sectors) that approximate the 70/30 domestic/foreign equities ratio of an aggressive portfolio. In bear markets, the fund selects at least four momentum leaders from among a broad selection of bond, treasury, and gold safe-harbor ETFs. The fund does not use inverse and leveraged ETFs. The index is normally evaluated monthly, but the Bull/Bear indicator can be activated anytime when excess market volatility is experienced.
DUDE MSCI ESG Analytics Insight
Merlyn.AI SectorSurfer Momentum ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.37 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Merlyn.AI SectorSurfer Momentum ETF ranks in the 32nd percentile within its peer group and in the 13th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DUDE Summary Data
DUDE Portfolio Data
DUDE Index Data
DUDE Fund Structure
DUDE Tax Exposures
DUDE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DUDE. DUDE is rated a N/A out of 5.