FormulaFolios Tactical Growth ETF (FFTG)

Overview

The fund is an actively managed exchange traded fund (ETF) that embraces a diversified investment approach, aiming to achieve its investment objectives through a strategic mix of various asset classes. It differentiates itself as a fund of funds, selecting investments from a broad range of foreign and domestic assets. The primary focus of the fund is on growth-oriented equity securities, covering a wide spectrum of market capitalizations across both domestic and global markets. Additionally, it places significant emphasis on quality by incorporating domestic investment-grade fixed income securities, along with targeted investments in real estate investment trusts (REITs) and commodities, specifically gold, thereby offering a comprehensive investment solution to its investors.

Products and Services

• Foreign and Domestic Growth-Oriented Equity Securities

  The fund invests in a diverse portfolio of growth-oriented equity securities, spanning various market capitalizations. These investments are selected from both foreign and domestic markets, aimed at capitalizing on the growth potential of companies across a broad array of industries. This approach allows investors to benefit from the potential high returns associated with growth stocks while maintaining a diversified exposure to mitigate risk.

• Domestic Investment Grade Fixed Income Securities (Bonds)

  Incorporating domestic investment grade fixed income securities, or bonds, of any maturity or duration forms a core part of the fund's investment strategy. This inclusion aims to provide a stable income stream, reduce portfolio volatility, and offer a balance to the growth-oriented equity investments. Fixed income securities are chosen based on their credit quality, with a focus on maintaining a high level of investment grade to ensure safety and reliability.

• Domestic Real Estate Investment Trusts (REITs)

  The fund also allocates a portion of its investments to domestic REITs, allowing investors to gain exposure to the real estate sector without directly investing in physical properties. REITs are known for generating steady income through dividends, in addition to offering potential for capital appreciation. This investment in REITs contributes to the fund's diversification strategy and provides an additional layer of income generation.

• Commodities (Gold) Securities

  Another unique aspect of the fund's investment strategy is the inclusion of commodities, specifically gold, through unaffiliated ETFs. Investing in gold is considered a hedge against inflation and a means to diversify against market volatility. It provides a non-correlated asset class that can potentially enhance portfolio performance during times of economic uncertainty or volatility in the equity and fixed income markets.