The “Risk Managed” ETF line will incorporate Blue Sky’s “Dynamic Asset Allocation” to provide exposure to key asset classes while optimizing cash and fixed income holdings to manage downside risk. Consequently, the underlying indices have the ability to move their entire portfolios to cash or fixed income instruments to diminish downside risk.
QXMI may include domestic and international treasury bonds; corporate and high-yield bonds; dividend-paying utilities, common stock and preferred stock; real assets like real estate investment trusts, master limited partnerships royal trusts; and option income from option-selling strategies or selling volatility that either sell uncovered put options or employ covered call writing strategies.
QXTR includes other investment companies, limited or master limited partnerships, and real estate investment trusts that invest in foreign and domestic equity securities, real estate, commodities, corporate bonds and high-yield bonds pursuant to a proprietary selection methodology that is designed to increase exposure to the best performing markets.
QXRR includes real assets, or asset classes that are positively correlated to traditional measures of inflation like real estate and commodities, as well as certain inflation-hedged fixed income securities such as Treasury-Inflation-Protected Securities and equity securities.
Lastly, QXGG invests in foreign and domestic equity securities of any market capitalization pursuant to a proprietary selection methodology that is designed to increase exposure to the best performing markets.
For more information on new fund products, visit our new ETFs category.
CORRECTION: Updated XUSA’s fees.