Key stats
About Listed Funds Trust Relative Strength Managed Volatility Strategy ETF
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Inception date
Jan 13, 2025
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Teucrium Investment Advisors LLC
Distributor
Pine Distributors LLC
RSMV targets US growth companies, aiming to balance growth potential with risk management. The selection process combines top-down macroeconomic analysis to identify momentum-driven sectors and a bottom-up strategy to select high-potential securities within those sectors. Key metrics include value, momentum, size, quality, and volatility, complemented by quantitative and qualitative evaluations of company fundamentals like pricing models and management quality. During periods of heightened market volatility, assets may shift defensively into cash, US Treasuries, and investment-grade bonds without limitation. The portfolio typically holds 20 to 50 stocks, dynamically adjusted based on market conditions. Investments may include ETFs focused on US growth companies and REITs. Holdings are rebalanced bi-monthly.
Classification
What's in the fund
Exposure type
Electronic Technology
Retail Trade
Technology Services
ETF
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.