FormulaFolios Smart Growth ETF (FFSG)

Overview

The specified fund is designed for investors looking for an adaptable investment strategy that pivots based on market conditions. By investing in a mix of growth-oriented equity securities, both domestic and international, and complementing these with U.S. Treasuries or other cash equivalents, the fund aims to cater to varying investor risk appetites. The strategy adjusts its equity and fixed income allocation in response to the advisor's market trend analyses. This proactive approach is aimed at optimizing the investment balance between growth opportunities and risk mitigation.

Products and Services

• Growth-Oriented Equity ETF Investments

  This product focuses on investing in other unaffiliated ETFs that are selected based on their growth potential. These ETFs can include a wide range of domestic and foreign equities of any market capitalization. The investment in growth-oriented equity ETFs is maximized to 100% when the fund's adviser identifies a bullish trend in the equity markets, aiming to take full advantage of rising market conditions.

• U.S. Treasuries and Cash Equivalents

  As part of its risk hedging strategy, the fund invests in U.S. Treasuries and/or other short-term bonds when the adviser's models forecast a bearish trend in the equity markets. In such conditions, the fund generally allocates 50% of its investments to these safer, fixed-income securities, aiming to preserve capital in times of market downturns. This balanced approach ensures that part of the investment is kept in less volatile assets, providing a cushion against market corrections.