About FORALL CORE & MORE U.S. EQUITY INDEX ETF
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Inception date
Nov 11, 2024
Structure
Canadian Mutual Fund Trust (ON)
Primary advisor
LongPoint Asset Management, Inc.
The fund tracks an index that adjusts its allocation across various assets through four ETFs based on calculated signals. The fund invests in CGL tracking gold spot price via gold bullioninvarious vault locations, HQU seeking to provide 2x daily exposure of large NASDAQ-listed stocks, HUV tracking an index of first- and second-month VIX futures, and the US-listed SPYX ETF that holds S&P 500 stocks excluding those with known fossil fuel reserves. The fund dynamically allocates assets using volatility and trend indicators with a calculation that takes into account the 30-day standard deviation of HQU and the 30-day moving average and price of QQQ, the established ETF that holds NASDAQ-listed large-cap companies. The index is rebalanced monthly.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
Dividends
Dividend payout history