RH Tactical Rotation ETF (RHRX)

Overview

The fund described is an actively managed Exchange-Traded Fund (ETF) that does not aim to replicate the performance of a specific index. Instead, it operates under a strategy directed towards capital appreciation by focusing on investments in other ETFs. These ETFs are registered under the Investment Company Act of 1940, as amended (the “1940 Act”), and maintain no affiliation with the fund itself. The active management approach allows the fund's advisor to select investments believed to offer the best potential for growth, rather than being bound by the constraints of mirroring an index's composition.

Products and Services

The fund's offerings revolve around strategically chosen ETF investments, which include:

• ETF Investment - The core service involves investing in a diversified portfolio of ETFs that are not affiliated with the fund itself. These ETFs are chosen based on their potential for capital appreciation and are registered under the 1940 Act, ensuring regulatory compliance and investor protection. The selection process is actively managed by the fund’s advisor, focusing on identifying ETFs that present the best opportunities for growth.
• Equity Securities Focus - Investments made by the portfolio funds generally comprise equity securities that are part of the S&P 500 Index, principally in the form of common stock. This focus on equity securities within a reputable index like the S&P 500 allows the fund to target investments in established companies with solid market standings. The emphasis on common stock is due to its potential to offer higher returns compared to other security types, albeit with a higher risk profile.