EDGU
3EDGE Dynamic US Equity ETF
📎 Investment Objective
The 3EDGE Dynamic US Equity ETF (EDGU) seeks to provide exposure to the U.S. equity market while aiming to manage downside risk.
Overview
ETF tracking 3EDGE Dynamic US Equity ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The 3EDGE Dynamic US Equity ETF (EDGU) seeks to provide exposure to the U.S. equity market while aiming to manage downside risk.
🎯 Investment Strategy
The fund utilizes a dynamic asset allocation approach, adjusting its exposure to U.S. equities based on market conditions. It aims to increase equity exposure during favorable market environments and reduce it during periods of heightened volatility or market stress.
✨ Key Features
- Dynamic asset allocation to U.S. equities based on market conditions
- Seeks to manage downside risk and provide smoother returns compared to a traditional U.S. equity index fund
- Actively managed by the 3EDGE Asset Management team
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The fund's performance is subject to the overall performance of the U.S. equity market
- Allocation risk: The fund's dynamic asset allocation decisions may not always be successful in managing downside risk
- Liquidity risk: The fund may have difficulty trading certain securities during periods of market stress
- Concentration risk: The fund's focus on the U.S. equity market means it may be more volatile than a more diversified fund
👤 Best For
The 3EDGE Dynamic US Equity ETF may be suitable for investors seeking U.S. equity exposure with a focus on managing downside risk. It may be particularly appealing to those with a moderate risk tolerance who are looking for a more actively managed approach to U.S. equity investing.