ROCKLEDGE SectorSAM ETF (SSAM)

  • Loading...

Fund Description

The investment seeks to generate stable and consistent annual returns under all market conditions. The fund invests in both long and short positions in other exchange-traded funds that offer diversified exposure to U.S. large capitalization sectors. It uses sector scoring and allocation methodology to forecast each sector's excess return within a specific time horizon. The fund strives to invest equal dollar amounts to obtain both long and short exposure in the market at each major rebalancing point.

Fund Snapshot Updated 05.22.2013

Previous Close $24.34 Expense Ratio 1.50%
YTD Return 2.3% Avg. 30-Day Volume 587
1-Year Return 2.5% Market Cap Loading...
Bid $24.20 Shares Outstanding 50,000
Ask $24.42 Dividends $0.00
Top Holdings
Financial Select Sector Spdr Fund (XLF) 20.22%
Health Care Select Sector Spdr Fund (XLV) 20.17%
Consumer Discretionary Select Sector Spdr Fund (XLY) 19.98%
Consumer Staples Select Sector Spdr Fund (XLP) 19.86%
Utilities Select Sector Spdr Fund (XLU) 19.77%
% of Total Holdings 100.00%

Sector Breakdown

Geographic Breakdown

Advertisement
Best Fit Long/Short Equity Funds

1

PowerShares S&P 500 BuyWrite Portfolio (PBP)

See full rankings for Long/Short Equity Funds

Slide Shows
7 Mutual Funds That Make Huge Bets

These funds invest much of their portfolios in one company.

Why Dow 14,000 Is a Tough Milestone

History shows this mark to be one of the most difficult for the market.

Emerging Markets to Consider in 2013

The Philippines, China and other key emerging markets for this year.