SGI Dynamic Tactical ETF (DYTA)

Overview

The fund operates as an actively-managed Exchange Traded Fund (ETF) that focuses on investing in an array of both affiliated and unaffiliated ETFs and open-end mutual funds. It showcases a flexible investment strategy by allocating assets across a wide spectrum of equity asset classes and sectors. This diversified approach includes investments in U.S., foreign, and emerging market equities of various capitalizations, thereby offering investors exposure to a broad range of market segments through a single investment vehicle.

Products and Services

• Affiliated and Unaffiliated ETFs Investment

This service provides the investor with an opportunity to diversify their portfolio through investments in a carefully selected mix of both affiliated and unaffiliated Exchange Traded Funds (ETFs). These ETFs cover a wide range of sectors and asset classes, offering a balanced exposure to various investment opportunities.

• Open-End Mutual Funds Investment

The fund also extends its investment strategy to open-end mutual funds, which allows for additional diversification. Through investing in these mutual funds, investors can access a variety of securities bundled into a single investment, managed by professional fund managers aiming for specific financial goals.

• Equity Asset Classes and Sector Allocation

With a strategic focus on allocation among major equity asset classes and sectors, the fund positions itself to take advantage of growth opportunities within the U.S., foreign, and emerging markets. This includes equities of any capitalization, thereby offering a comprehensive investment solution that caters to different investor preferences and market conditions.