ALPS Active Equity Opportunity ETF focuses on large-cap, dividend-paying stocks with high or improving ROIC. RFFC is better balanced in sectors and holdings than the S&P 500, but has underperformed it since its inception. RFFC has also underperformed several active ETFs over the last three years. In particular, FFLC, CGGR and DUHP are superior to RFFC in return, liquidity, and have lower fees.
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Active ETFs have made significant progress in recent years. Combining the transparency of ETFs with the flexibility of active management, active funds have a lot to offer curious investors.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daren Blonski Fermata Advisors LLC | 8,909 | $473,384.77 | $669,183.5 | $195,798.73 | 41.36% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 289 | $17,460.5 | $21,715.46 | $4,254.96 | 24.37% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3 | $194 | $225.72 | $31.72 | 16.35% |
| ARCA Exchange | US Country |
The company in question operates a fund focused on investing primarily in equity securities, including both common stocks and shares of real estate investment trusts (REITs). It operates under the mandate to allocate at least 80% of its net assets towards these equity securities. The fund’s investment strategy does not limit it to any specific size of companies, thereby allowing investments across small-, mid-, and large-capitalization companies. A significant portion, at least 75%, of its net assets is dedicated to securities of U.S. issuers, emphasizing a strong inclination towards domestic markets under normal market conditions. This investment framework is designed to achieve the fund's investment objectives while navigating the complexities and opportunities within the U.S. financial markets.
The fund primarily invests in equity securities, which encompasses a broad range of investment opportunities including common stocks and shares in real estate investment trusts (REITs). The diversity within equity securities allows the fund to leverage various market conditions and opportunities to aim for growth and profitability.
Investing in common stocks constitutes a cornerstone of the fund’s strategy, offering investors exposure to the performance of publicly traded companies across a variety of sectors. This includes the potential for dividend income as well as capital appreciation, contributing to the overall objective of the fund.
The fund's portfolio includes common or preferred shares of real estate investment trusts (REITs), providing an avenue to invest in real estate sectors without directly owning property. This is integral for investors looking to diversify their portfolios with real estate exposure while benefiting from the liquidity of traded securities.
A significant focus is placed on securities of U.S. issuers, with at least 75% of the fund’s net assets dedicated to domestic investments. This strategy is designed to capitalize on the robustness and opportunities present in the U.S. market, aiming to secure growth and safeguard assets.
The flexible investment approach allows for allocations across small-, mid-, and large-capitalization companies. This diversity helps in mitigating risks and taking advantage of growth opportunities across different segments of the economy and stages of the business cycle.