 The
Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) is an
exchange-traded fund (ETF) that seeks to provide investors with a way
to invest in US equities with a focus on risk management and downside
protection. The ETF's objective is to provide long-term capital
appreciation while seeking to limit downside risk.
SSUS uses a
rules-based investment strategy that combines fundamental analysis and
technical indicators to identify sectors with attractive risk-adjusted
return potential. The ETF invests in a portfolio of US sector-based
exchange-traded funds (ETFs) that meet the strategy's criteria. The
ETF's portfolio is designed to be dynamic, meaning that it can shift
its allocation among sectors based on market conditions.
As of
September 2021, the SSUS ETF has a net asset value (NAV) of
approximately $49 million and holds a portfolio of US sector-based
ETFs. The ETF's expense ratio is 0.60%, which is relatively low
compared to other ETFs.
SSUS has a track record of providing
investors with solid returns while managing risk. Since its inception
in 2017, the fund has provided investors with an annualized return of
around 10% (as of March 23, 2023), which is higher than the return of
the S&P 500 Index over the same period.
Overall, the Day
Hagan/Ned Davis Research Smart Sector ETF (SSUS) could be a good
investment option for investors looking to invest in US equities with
a focus on risk management and downside protection. However, as with
any investment, it is important to conduct thorough research and
consider factors such as risk tolerance, investment objectives, and
fees before making a decision. Additionally, the ETF's use of
sector-based ETFs and dynamic allocation can introduce additional
risks and complexities.
|
