SAVN
LifeGoal Conservative Wealth Builder ETFSAVN Fund Description
SAVN is an actively managed fund-of-funds, that aims to preserve capital and balance growth through a full market cycle. The portfolio allocates to fixed income, equites and commodities.
SAVN Factset Analytics Insight
SAVN looks to actively manage risk across various asset classes over time to preserve capital. The fund’s advisor will use their own proprietary research to allocate, with few limitations, 70-95% of its assets to fixed income securities, 0-25% to equities and 0-20% to commodities or high yield bonds. The underlying portfolio looks to be invested indirectly through mutual funds or ETFs that provide such exposure. Portfolio exposure may also be obtained by directly investing in individual US large- and midcap stocks, investment grade corporate bonds, municipal bonds, Treasurys or TIPS.
SAVN Summary Data
SAVN Portfolio Data
SAVN Index Data
SAVN Fund Structure
SAVN Tax Exposures
SAVN Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SAVN. SAVN is rated a N/A out of 5.
SAVN Tradability
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.
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