Analysis

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About Q3 All-Season Active Rotation ETF

QVOY provides multi-asset exposure across four investment sleeves: core equity, active equity, bonds, and alternatives. Each sleeve has a separate investable universe comprised of other ETFs and mutual funds. The fund adviser assigns a fixed target weight for each sleeve and uses 1-9 month price action data to determine investments according to relative performance strength. Selected funds are weighted equally within each investment sleeve. Core equity funds are index-based and tick traditional equity-style boxes, while active equity funds actively invest in particular sectors or provide international exposure. Bond funds are drawn from a broad fixed income landscape, and lastly, alternative funds focus on assets with low correlation to equities and bonds, including currencies, commodities, REITs, and MLPs. The fund adviser reviews the portfolio weekly, although positions are generally held for at least 30 days. Each sleeve typically comprises at least two funds. The portfolio periodically rotates in and out of positions, thus expected to be traded frequently, with an annual turnover rate between 1000-1500%.