RH Tactical Outlook ETF (RHTX)

Overview

The fund operates as an actively managed Exchange-Traded Fund (ETF) that prioritizes a total return investment strategy over replicating the performance of a specific index. By actively managing its portfolio, the fund positions itself to adapt to market changes and opportunities, employing a strategy not tied to the performance metrics of standard indices. It leverages the expertise of its advisers to make investment decisions based on thorough research and market analysis. Instead of following a passive investment approach, the fund seeks dynamic engagement with the market to achieve its investment objectives.

Products and Services

• Investment in ETFs - The fund invests in a variety of Exchange-Traded Funds (ETFs) that are registered under the Investment Company Act of 1940, emphasizing those not affiliated with the fund. This strategy provides investors with diversified exposure to a range of asset classes and sectors within a single investment vehicle. By spreading investment across different ETFs, the fund aims to mitigate risk while capitalizing on the growth potential of various market segments.
• Equity and Fixed Income Securities - Based on the advisor’s optimal allocation research, the fund has the flexibility to invest anywhere from 0% to 100% of its assets in equity and fixed income securities. This broad investment mandate allows the fund to pivot between asset classes as market conditions and investment opportunities change. Equity investments offer the potential for capital appreciation, while fixed income investments aim to provide steady income and reduce portfolio volatility, contributing to the fund's overall strategy of seeking total return for its investors.