Turner Quant Advantage ETF
Ticker: TBD
Exchange: TBD
Expense ratio:
Original filing date: April 5, 2021
Effective date: June 21, 2021
Listing Date: TBD
CUSIP: TBD
Active: Yes
Index / Benchmark: Not Applicable
Investment Objective:
Seeks to grow and
protect capital.
Investment Strategy:
Market Neutral: US stocks
- Bull market: Hold 30 up-trending U.S. stocks, equal weight based on top-down, bottom up analysis
- Bear market: Hold 1x and/or 2x inverse ETFs (Do they managed the daily resets of these inverse ETFs by rebalancing daily?)
- Transition market: Cash
Constituents: 30 in bull market
Adviser: Empowered Funds, LLC
Sub-Adviser: Turner Capital Investments, LLC
Adminstrator: U.S. Bancorp Fund Services, LLC, doing business as
U.S. Bank Global Fund Services
Fund accountant: U.S. Bancorp Fund Services, LLC, doing business as
U.S. Bank Global Fund Services
Custodian: U.S. Bank National
Association
Distributor: Quasar Distributors, LLC
Legal counsel: Pellegrino, LLC
External accounting: TBD
Prospectus is here.
- LinkedIn: Henry Jim
- henry@etfhearsay.com
- Twitter: @ETFhearsay
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