When bull markets are indicated, the Index evaluates over 50 Best-of-Breed giga-cap ETFs (ETFs having over $10B in AUM at the time of selection) and aims to hold 3 momentum leading ETFs, one in each of the three categories: Sectors, Factors and Global.
Sector ETFs are ETFs that invest primarily in one of several economic sector categories, such as healthcare, energy, technology, and finance.
Factor ETFs are ETFs that invest primarily based on one of several investment factor categories, such as value, growth, dividends, earnings, size, and momentum.
Global ETFs are ETFs that invest primarily in one of several broad geo-political region categories, such as global, Europe, Asia Pacific, North America, and emerging markets.
The Index employs multiple AI and signal processing tools that seek to identify momentum leaders and genetically evolve its underlying strategies as it attempts to learn market behavior.
Momentum leaders are evaluated and selected on a monthly basis when bull markets are indicated.