U.S. inside pie chart in rounded rectangle symbolizing U.S. Sector Fund
Domestic Equity Concentration

U.S. Sector Fund

An investor who seeks capital appreciation by investing in ETFs that focus on particular sectors within the S&P 500 and can withstand potential loss of principal.

Investment Focus

ETF with map of United States inside a circle to symoblize Domestic Large-Cap ETF's
Domestic Large-Cap ETF's
Line chart symbolizing the S&P 500
S&P 500

Strategy Description


This strategy primarily seeks maximum capital appreciation over full market cycles by investing in a portfolio consisting of US Sector ETFs as well as broad equity market ETFs. The portfolio’s overall risk is expected to be similar, on average and over time, to the broad stock market. Utilizing top-down research coupled with bottom-up credit research, this portfolio tactically and strategically selects US sectors that demonstrate potential to outperform the broad equity markets.

Overview


Typical # of Holdings: 8-10

Minimum Investment: $25,000

Inception: 07-01-2016

Portfolio Manager: David Young, CFA

Investment(s) Used

Strategy
Trade Frequency
ETFs
Mutual Funds
Stocks
Domestic Equity
Moderate / High
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