LHA Market State Tactical Fund (MSTB)
BATS BATS Primary Summary
MSTB Chart
LHA Market State Tactical Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KH Kristine Harrell Uniting Wealth Partners LLC | 182,963 | $7.01M | $7.95M | $939,532.9 | 13.41% |
| FWP Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 58,532 | $2.31M | $2.54M | $231,923 | 10.04% |
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LHA Market State Tactical Fund Profile
| BATS Exchange | US Country |
Overview
The fund discussed is an actively-managed exchange-traded fund (ETF) that primarily aims to mirror or potentially capitalize on the performance and/or volatility of the S&P 500® Index. This objective is pursued through strategic investments in financial instruments that are directly or indirectly related to the movements of the S&P 500. Its investment approach heavily relies on statistical analyses that attempt to predict the direction of the S&P 500 Index. Key to its strategy is the adjustment of its S&P 500 exposure, which under normal market conditions starts at roughly 100% each day. Adjustments are made based on a statistical method that analyzes the movements of the VIX Index, which is often referred to as the stock market's "fear gauge" because it represents the market's expectation of volatility over the coming 30 days. It is important to note that this fund is classified as non-diversified, meaning it may invest a larger portion of its assets in fewer issuers than a diversified fund.
Products and Services
- Actively-Managed ETF
This product refers to the fund itself, which operates as an exchange-traded fund that does not passively track a benchmark index but instead actively manages its investments. The objective is to outperform the S&P 500® Index by adjusting its exposure to the index based on proprietary statistical analysis.
- Investment in S&P 500 Linked Instruments
These are the primary instruments within the fund's portfolio. Investments are made in financial products that have a direct or indirect relation to the performance and/or volatility of the S&P 500 Index. The choice of these instruments is guided by statistical analyses aiming to capitalize on the predicted direction of the S&P 500.
- Volatility-Adjusted Exposure Based on VIX Analysis
The fund uniquely positions itself by adjusting its baseline S&P 500 exposure, usually set at 100%, depending on the analysis of the VIX Index's movement. This indicates an attempt to manage the risk and optimize the return by gauging market volatility and investor sentiment concerning the S&P 500 Index.
