HTUSHull Tactical U.S. ETF
HTUS Fund Description
HTUS aims for capital appreciation, regardless of market cycle, using long, short and leveraged positions in the S&P 500, along with cash. The actively managed fund primarily uses ETFs to gain exposure to the equity component of its portfolio.
HTUS Factset Analytics Insight
HTUS offers a sliding scale of exposure to the S&P 500 ranging from 2x leveraged to -1x inverse and everything in between. In between means any combination of S&P 500 ETFs, S&P 500-related futures and cash. The objective is capital appreciation regardless of market cycles — a tall order, but one sought by many peers. Allocations are based on the opaque quantitative models that deliver investment signals to the fund’s active manager (HTAA, LLC) to make investment decisions. HTUS' tactical allocation to the S&P 500 sets it apart from long/short equity ETFs that take simultaneous opposing positions in a quest for relative value. Taxable investors note: Cap gains payouts could occur if internal portfolio turnover is high.
HTUS MSCI ESG Analytics Insight
Hull Tactical U.S. ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.71 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. Hull Tactical U.S. ETF ranks in the 42nd percentile within its peer group and in the 54th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
HTUS Portfolio Management
HTUS Tax Exposures
HTUS Fund Structure
HTUS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of HTUS. HTUS is rated a N/A out of 5.
HTUS Asset Allocation