MSVXLHA Market State Alpha Seeker ETF
MSVX Fund Description
MSVX is an actively managed portfolio that can take long or short positions on derivative instruments based on the implied volatility of the S&P 500 Index and the CBOE Volatility Index.
MSVX Factset Analytics Insight
MSVX pursues its objective by estimating the direction of the US equity market. Based on these estimates, the fund’s manager will take long or short positions in the S&P 500 Index and CBOE Volatility Index futures and options. The strategy relies on proprietary statistical models to quantify market risk by comparing 30-day and 90-day implied volatility indexes and VIX futures. Daily net portfolio exposure to the S&P 500 Index and/or the VIX Index will be long or short, or in cash. The exposure will be based on estimates for the direction and strength of discretionary market signals.
MSVX MSCI ESG Analytics Insight
LHA Market State Alpha Seeker ETF has an MSCI ESG Fund Rating of A based on a score of 6.01 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. LHA Market State Alpha Seeker ETF ranks in the 40th percentile within its peer group and in the 37th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
MSVX Portfolio Management
MSVX Tax Exposures
MSVX Fund Structure
MSVX Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of MSVX. MSVX is rated a N/A out of 5.
MSVX Asset Allocation