What is RHRX?

RHRX is a fund-of-funds that utilizes sector rotation strategies in its attempt to capitalize on changes in the business cycle. The fund is actively managed.

PERFORMANCE [as of 12/07/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
RHRX 4.69% -1.16% -17.21% -15.68% -- -- --
RHRX (NAV) 4.62% -0.60% -17.06% -15.72% -- -- --
No Underlying Index -- -- -- -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

RHRX Factset Analytics Insight

RHRX seeks capital appreciation by investing in ETFs that generally hold equities, preferred stocks, and convertible preferred stocks of any market capitalization. The fund’s advisor utilizes sector rotation strategies that aim to balance the underlying funds around a variety of specific sectors depending on market conditions. In some circumstances, if too few sectors are invested, sector weighting may include a large allocation to cash. The advisor also uses an investment model to analyze market trends based on price momentum, volatility, recession model, and comparative index indicators. The model enables RHRX to switch to defensive investments when it indicates a negative market trend. Such defensive position may include ETFs holding Treasurys, ETNs, leverage and inverse ETFs, and cash. Prior to November 8, 2021, RHRX was formerly a mutual fund called Adaptive Tactical Rotation Fund with $27 million in assets.

RHRX Summary Data

Cavalier16
11/05/21
1.34%
$25.13M
No Underlying Index
N/A
Open-Ended Fund

Peers

N/A

Fund Flows

$0.00B 5 Days
+$0.00B 30 Days
-$0.00B 90 Days

RHRX Fund Structure

No
No
-- / --
N/A
N/A
High
N/A
N/A

RHRX Tax Exposures

20.00% / 39.60%
--
No

RHRX Portfolio Data

--
N/A

RHRX Index Data

No Underlying Index
Proprietary
Proprietary
N/A

Factset Analytics Block Liquidity

As of 12/08/22

This measurement shows how easy it is to trade a $1 million USD block of RHRX. RHRX is rated a N/A out of 5.

RHRX Tradability

7,383
$86.43K
3,744
$42.33K
0.74%
$0.08
0.08%
1.83% / -3.39%
None
--
10,000
0.37
--
--
0
$12.11
N/A

Options Strategies for Outcome Investing

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.