ABOUT THIS FUND
UPSD seeks total returns exceeding that of the S&P 500. It actively invests in US large-cap companies selected for their good quality, value, and growth traits, and weighted to minimize volatility. It also will invest in Treasury bills and/or box spreads to provide cash return on collaterals used for the derivatives employing either standard exchange-listed options or FLEX options. The fund aims to outperform the SPX during up-market and manage downside exposure during unfavorable conditions by utilizing futures or total return swaps that implement a systematic trading strategy, as well as collect put option premiums during favorable conditions.
PRICE
$31.03 ▲ UP 0.74% (+$0.23)HOLDINGS
TOP 20 OF 97 · 0.00% OF THE FUNDRANK STOCK WEIGHT SHARES VALUE
