RULE

Adaptive Core ETF

$22.64
+0.00%
Market closed. Last update: 10:53 PM ET

📎 Investment Objective

The Adaptive Core ETF (RULE) seeks to provide long-term capital appreciation by investing in a diversified portfolio of asset classes and strategies that aim to generate positive returns in a variety of market environments.

Overview

ETF tracking Adaptive Core ETF

Category Other
Issuer Other
Inception Date 2021-11-03
Market Cap $11.9M
Average Volume N/A
Dividend Yield N/A
52-Week Range $18.78 - $23.54
VWAP $22.81

Performance

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Investment Summary

📎 Investment Objective

The Adaptive Core ETF (RULE) seeks to provide long-term capital appreciation by investing in a diversified portfolio of asset classes and strategies that aim to generate positive returns in a variety of market environments.

🎯 Investment Strategy

The fund utilizes a multi-asset, multi-strategy approach that aims to adapt to changing market conditions. It invests in a combination of equity, fixed income, and alternative asset classes, as well as employing various hedging and risk management techniques to manage volatility.

✨ Key Features

  • Diversified multi-asset portfolio that seeks to provide positive returns across market cycles
  • Adaptive investment approach that adjusts exposures based on market conditions
  • Utilizes a range of asset classes and strategies to manage risk and volatility
  • Actively managed by an experienced investment team

⚠️ Primary Risks

  • Market risk: The fund's investments are subject to overall market and economic conditions
  • Liquidity risk: Some of the fund's investments may have limited liquidity, which could impact the ability to sell positions
  • Derivative risk: The use of derivatives, such as futures and options, carries additional risks
  • Diversification risk: There is no guarantee that the fund's diversification strategy will be effective

👤 Best For

The Adaptive Core ETF may be suitable for investors seeking long-term capital appreciation and a diversified portfolio that can adapt to changing market environments. It may be appropriate for investors with a moderate to high risk tolerance who are looking for a multi-asset, actively managed solution to complement their overall investment strategy.