NAV
$33.77
AUM
$26.1M
Expense Ratio
-
Dividend Yield
0.00%
Beta
1.04
Currency
USD
| YTD | 1M | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| +6.30% | +2.03% | +5.98% | +6.25% | +13.63% | +6.49% |
| # | Symbol | Name | Weight |
|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | 57.11% |
| 2 | IEFA | iShares Core MSCI EAFE ETF | 42.89% |
The fund employs a "passive management" investment approach designed to track the total return performance, before fees and expenses, of the Newfound/ReSolve Robust Equity Momentum Index. The index uses a quantitative, rules-based methodology to provide exposure to broad U.S. equity, international equity, and emerging market equity indices, to the extent that such equity indices are exhibiting positive momentum relative to U.S. Treasury market indices.
Inception Date: 2019-11-01