TUGN

STF Tactical Growth & Income ETF

$25.80

+0.00%

Market closed. Last update: 10:52 PM ET

📎 Investment Objective

The STF Tactical Growth & Income ETF (TUGN) seeks to provide a balance of capital growth and current income by investing in a diversified portfolio of stocks, bonds, and other securities.

Overview

ETF tracking STF Tactical Growth & Income ETF

Category Growth

Issuer Other

Inception Date 2022-05-19

Market Cap $70.3M

Average Volume N/A

Dividend Yield 9.31%

52-Week Range $19.27 - $26.88

VWAP $25.83

Performance

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Investment Summary

📎 Investment Objective

The STF Tactical Growth & Income ETF (TUGN) seeks to provide a balance of capital growth and current income by investing in a diversified portfolio of stocks, bonds, and other securities.

🎯 Investment Strategy

The fund uses a tactical asset allocation approach, dynamically adjusting its exposure to different asset classes based on market conditions and the portfolio manager's assessment of risk and return potential. The goal is to generate growth while also providing a steady stream of income for investors.

✨ Key Features

Actively managed, multi-asset portfolio that can shift between stocks, bonds, and other securities
Aims to provide both capital appreciation and current income
Utilizes a tactical, risk-managed approach to navigate changing market environments
Low expense ratio of 0.00%

⚠️ Primary Risks

Market risk: The value of the fund's holdings can decline due to overall market and economic conditions
Tactical allocation risk: The fund's performance depends on the portfolio manager's ability to correctly anticipate market trends and rotate between asset classes
Interest rate risk: Bond holdings may decline in value when interest rates rise
Liquidity risk: Some investments held by the fund may be difficult to sell at an advantageous time or price

👤 Best For

The STF Tactical Growth & Income ETF may be suitable for investors seeking a balanced approach to growth and income, with a moderate risk tolerance. It could be a core holding in a diversified portfolio, providing exposure to multiple asset classes in a single fund.