FFHGFormulaFolios Hedged Growth ETF
FFHG Fund Description
FFHG is an actively managed fund-of-funds that seeks capital appreciation via a tactical approach. The fund holds ETFs tracking broad-based US equities (including leveraged or inverse equity) and US Treasurys.
FFHG Factset Analytics Insight
FFHG aims to take advantage of trends in the US equity market as determined by two different models, with the fund separated into three different sleeves. The first sleeve (fixed at 50% of assets) is managed according to a blend of various technical momentum indicators. This piece of the portfolio toggles between leveraged and non-leveraged US equities, US Treasurys, and inverse US equities. Sleeve two (25%) uses a combination of twelve technical and fundamental factors to toggle between US equity ETFs and US Treasurys. Sleeve three (25%) uses the same model as sleeve two to toggle between a sector rotation strategy, US Treasurys, and inverse equity. Analyzing nine sectors of the S&P 500 based on long-term momentum, lowest volatility, and short-term valuations, the manager invests in the single sector with the highest expected risk-adjusted return. Should none of the sectors exhibit a positive risk-adjusted return, this piece of the portfolio will be allocated to US treasuries and inverse equity. The total amount allocated to leverage and inverse ETFs is capped at 15% of overall fund assets.
FFHG Charts And Performance
FFHG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FFHG. FFHG is rated a 4 out of 5.