MSTB

LHA Market State Tactical Beta ETF

$39.97

+0.00%

Market closed. Last update: 10:50 PM ET

📎 Investment Objective

The MSTB - LHA Market State Tactical Beta ETF seeks to provide exposure to a tactical asset allocation strategy that aims to generate positive returns in a variety of market environments.

Overview

ETF tracking LHA Market State Tactical Beta ETF

Category Innovation

Issuer Other

Inception Date 2020-09-30

Market Cap $182.9M

Average Volume N/A

Dividend Yield 0.81%

52-Week Range $31.36 - $41.10

VWAP $40.01

Performance

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Investment Summary

📎 Investment Objective

The MSTB - LHA Market State Tactical Beta ETF seeks to provide exposure to a tactical asset allocation strategy that aims to generate positive returns in a variety of market environments.

🎯 Investment Strategy

The ETF uses a quantitative, rules-based approach to dynamically allocate assets across various equity, fixed income, and alternative asset classes based on market conditions. The strategy seeks to identify and capitalize on changing market trends to manage risk and enhance returns.

✨ Key Features

Actively managed tactical asset allocation strategy
Aims to adapt portfolio to changing market environments
Diversified exposure across multiple asset classes
Low expense ratio of 0.00%

⚠️ Primary Risks

Market risk: The value of the ETF's holdings may decline due to general market conditions
Tactical allocation risk: The strategy's ability to correctly identify and respond to market trends may not be successful
Liquidity risk: The ETF may have difficulty trading certain holdings, which could affect performance
Concentration risk: The ETF may have significant exposure to a limited number of asset classes or sectors

👤 Best For

The MSTB - LHA Market State Tactical Beta ETF may be suitable for investors seeking a tactical, actively managed investment strategy that aims to navigate changing market conditions and generate positive returns. This ETF may be appropriate as a core or satellite holding in a diversified portfolio, particularly for investors with a moderate to high risk tolerance and a longer-term investment horizon.