PlanRock Alternative Growth ETF (PRAE)

Overview

The fund is an investment vehicle that targets a broad spectrum of assets, encompassing both U.S. and international markets. It seeks to diversify its portfolio by including a variety of investment types such as ETFs (Exchange-Traded Funds), stocks, and alternative investments. The latter category includes more complex financial instruments like equity index futures, commodities, and currencies. This diversified strategy is aimed at representing multiple equity market segments across different investing styles, market capitalizations, countries (inclusive of emerging markets), and sectors. The fund operates on a proprietary, rules-based, alternative equity methodology, prioritizing investments in ETFs, stocks, or derivatives that offer considerable liquidity, significant asset levels, and encompassing market representation. This approach is designed to cater to investors looking for diversified exposure to global markets through a single investment fund.

Products and Services

• U.S. and Foreign ETFs

  These are investment funds traded on stock exchanges, much like stocks. The ETFs within the fund's portfolio are selected based on their ability to represent a wide range of market capitalizations, investing styles, and geographic locations, including emerging markets. This selection ensures investors receive diversified exposure to global equity markets.

• Stocks

  The fund includes stocks from both U.S. and international markets. These equities are chosen from across various sectors and market capitalizations, providing a balanced mix in the portfolio. The choice of stocks is dictated by their liquidity, asset level, and the market representation they offer, aligning with the fund's strategy for diversified and meaningful investment.

• Alternative Investments

  This category comprises equity index futures, commodities, and currencies. Equity index futures are contracts to buy or sell a specific equity index at a predetermined price on a specified future date, offering exposure to market movements without the need to directly invest in stocks. Commodities and currencies add another layer of diversification, allowing the fund to hedge against market volatility and currency fluctuations, thereby spreading risk across different asset classes.