Meet the Next Generation… Technology Driven, AI-Powered Momentum ETFs

DUDE

SectorSurfer Momentum ETF

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BOB

Best-of-Breed Core Momentum ETF

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WIZ

Bull-Rider Bear-Fighter ETF

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SNUG

Tactical Growth and Income ETF

AI Powered Momentum ETF 30/70 Equity/Bond
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Merlyn.AI  ETFs
Tracking the MAI Indexes

Seeking to deliver the benefits investors and advisors want most:

  • Superior performance through ownership of momentum leading ETFs during bull markets.

  • Avoidance of risk through automated, rules-based rotation to defensive ETFs during bear markets.

  • Ease of use thanks to a fully automated and tax-efficient ETF trading process.

Want to learn more about the Merlyn.AI family of ETFs?

Merlyn.AI ETF Brochure

ETFs Overview

DISCLOSURE

The index methodologies are not solely based on AI. The funds are new and may not be appropriate for all investors.

The ETF DUDE seeks to track the total return, before fees and expenses, of the MAI SectorSurfer Momentum Index. The index uses a proprietary Bull/Bear market risk indicator that seeks to determine whether U.S. equity markets appear to be in an advancing market (a “Bull” indicator) or appear to have an elevated risk of market decline (a “Bear” indicator). It typically employs a 100% equity ETF allocation strategy when bull markets are indicated, and automatically allocates 100% to a defensive ETF strategy when bear markets are indicated.

The ETF BOB seeks to track the total return, before fees and expenses, of the MAI Best-of-Breed Core Momentum Index. The index uses a proprietary Bull/Bear market risk indicator that seeks to determine whether U.S. equity markets appear to be in an advancing market (a “Bull” indicator) or appear to have an elevated risk of market decline (a “Bear” indicator). It typically employs a 100% equity ETF allocation strategy when bull markets are indicated, and automatically allocates 100% to a defensive ETF strategy when bear markets are indicated.

The ETF SNUG seeks to track the total return, before fees and expenses, of the MAI Tactical Growth & Income Index, which seeks to improve performance by using artificial intelligence to identify bull or bear market conditions. It typically employs a 30% equity and 70% bond ETF allocation strategy when bull markets are indicated, and automatically allocates 100% to a defensive ETF strategy when bear markets are indicated.

The ETF WIZ seeks to track the total return, before fees and expenses, of the MAI Bull-Rider Bear-Fighter Index, which seeks to improve performance by using artificial intelligence to identify bull or bear market conditions. It typically employs an 80% equity and 20% bond ETF allocation strategy when bull markets are indicated, and automatically allocates 100% to a defensive ETF strategy when bear markets are indicated.