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Investment Objective
AlphaSector was designed with the intent of consistently outperforming the S&P 500 while delivering versus the S&P 500:
- Lower volatility
- Low beta and low correlation
- Superior downside risk management, especially in weak market cycles
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Portfolio Structure
- Available investment options are the 9 Select Sector SPDR ETFs representing the primary sectors of the S&P, and an ETF representing short term Treasuries (cash equivalent).
- Sectors are capped at 25% representation in the Index.
- Maximum number of securities in portfolio is 9, minimum is 1 (reflecting 100% cash equivalent).
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