NDAA

Ned Davis Research 360 Dynamic Allocation ETF

$22.02
+0.00%
Market closed. Last update: 10:51 PM ET

📎 Investment Objective

The Ned Davis Research 360 Dynamic Allocation ETF (NDAA) seeks to provide long-term capital appreciation by dynamically allocating its assets across a broad range of asset classes based on Ned Davis Research's proprietary investment models.

Overview

ETF tracking Ned Davis Research 360 Dynamic Allocation ETF

Category Multi-Asset
Issuer Other
Inception Date 2024-10-17
Market Cap $2.0M
Average Volume N/A
Dividend Yield 0.74%
52-Week Range $17.62 - $22.34
VWAP $22.03

Performance

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Investment Summary

📎 Investment Objective

The Ned Davis Research 360 Dynamic Allocation ETF (NDAA) seeks to provide long-term capital appreciation by dynamically allocating its assets across a broad range of asset classes based on Ned Davis Research's proprietary investment models.

🎯 Investment Strategy

The fund utilizes a multi-asset, tactical allocation approach to invest in a diversified portfolio of ETFs covering equities, fixed income, commodities, and other asset classes. The fund's allocation is adjusted on a regular basis in an attempt to capitalize on changing market conditions and trends.

✨ Key Features

  • Actively managed, multi-asset portfolio with dynamic allocation
  • Utilizes Ned Davis Research's proprietary investment models and analysis
  • Aims to provide diversification and risk management through asset allocation
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Market risk: The fund's value may fluctuate due to changes in the overall stock or bond market
  • Allocation risk: The fund's performance depends on the success of the portfolio manager's asset allocation decisions
  • Liquidity risk: Some of the underlying investments may have limited liquidity, which could impact the fund's ability to sell positions
  • Regulatory risk: Changes in government policies or regulations may adversely affect the value of the fund's investments

👤 Best For

The Ned Davis Research 360 Dynamic Allocation ETF may be suitable for investors seeking long-term capital appreciation through a diversified, actively managed multi-asset portfolio. It may be appropriate for investors with a moderate to high risk tolerance who are looking for a flexible, tactical approach to asset allocation.