RULEAdaptive Core ETF
RULE Fund Description
RULE is an actively-managed fund that invests in a wide array of securities of any asset class, market capitalization, geography, credit quality, and maturity. The fund seeks current income and long-term capital appreciation.
RULE Factset Analytics Insight
RULE provides exposure to an actively-managed portfolio of global securities and ETFs, including but not limited to, value and growth stocks, investment-grade and junk bonds, convertibles, preferred shares, equity and fixed income ETFs, and cash. In seeking current income, the fund advisor utilizes proprietary technology to analyze the price of securities using multiple mathematical formulas in identifying upward and downward trends. Selection of securities is based on a composite score, created by combining each formula, which determines investment decisions such as when to buy, sell, or hold. The adviser typically prefers securities with lower expenses and higher liquidity to create a portfolio comprising approximately 5 to 20 constituents. The fund may also move the entire portfolio to cash or short duration ETFs during unfavorable events. Additionally, the fund’s name - Adaptive Core — is derived from its ability to adapt to various market conditions. As such, investors should anticipate frequent trading and higher portfolio turnover rate.
RULE Summary Data
RULE Portfolio Data
RULE Index Data
RULE Fund Structure
RULE Tax Exposures
RULE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RULE. RULE is rated a N/A out of 5.
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.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.