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On Tuesday, Teucrium added the Relative Strength Managed Volatility Strategy ETF (NYSE:RSMV) to its ETF lineup, bringing Teucrium's U.S.-listed ETF tally to nine. This actively managed fund targets long-term capital appreciation for investors while managing risk in volatile markets.
The ETF invests in U.S. growth companies, mainly large-cap stocks with market caps exceeding $10 billion. The portfolio includes 20-50 securities. The ETF keeps the allocation dynamic, meaning during periods of heightened market volatility, it may allocate assets to fixed-income securities, cash, or cash equivalents as a defense.
Top holdings of this fund include United Health (NYSE:UNH), JP Morgan Chase (NYSE:JPM) and Exxon Mobil Corp (NYSE:XOM).
The fund evaluates macroeconomic conditions and allocates sector weights via a top-down approach. On the other hand, it adopts a bottom-up strategy to pick out individual securities. The fund keeps itself flexible to invest in other ETFs or REITs to improve growth prospects.
The Relative Strength Managed Volatility Strategy ETF has a net expense ratio of 0.95%, which is reasonable considering its active management strategy and risk management features.
The fund’s active management provides both offensive and defensive benefits. The fund has the advantage of benefiting from momentum-driven market trends and high-growth opportunities. Meanwhile, it can also reduce downside risks during volatile times by allocating to Treasuries and high-quality bonds.
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