Alexis Practical Tactical ETFAlexis Practical Tactical ETFAlexis Practical Tactical ETF

Alexis Practical Tactical ETF

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Key stats


Assets under management (AUM)
‪94.12 M‬USD
Fund flows (1Y)
‪8.98 M‬USD
Dividend yield (indicated)
1.14%
Discount/Premium to NAV
0.2%

About Alexis Practical Tactical ETF


Issuer
Alexis Investment Partners LLC
Brand
Alexis
Expense ratio
1.01%
Home page
Inception date
Jun 30, 2021
Index tracked
No Underlying Index
Management style
Active
LEXI seeks long-term capital appreciation, with income and capital preservation as secondary objectives, through a tactical asset allocation strategy. The strategy allows the fund to have the flexibility to allocate to markets around the world (including frontier markets), and to various investments, including stocks/stock ETFs, commodities/precious metals ETPs, REITs, alternative investments, bond ETFs and cash. Although LEXI has a target allocation of 70% in equity and 30% in fixed income, its tactical nature implies that its exposure among asset classes will vary materially depending on: (1) market conditions, and (2) fund advisers assessment of proprietary and non-proprietary indicators, market cycle analysis and practical judgment. To achieve its desired market exposures while seeking to manage risks, the fund adviser employs quantitative screening and optimization tools in selecting securities. Note that the portfolio is monitored on an ongoing basis and rebalanced as needed.

Classification


Asset Class
Asset allocation
Category
Asset allocation
Focus
Target outcome
Niche
Income & capital appreciation
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
ETF
Government
Stocks11.25%
Electronic Technology3.09%
Producer Manufacturing1.93%
Retail Trade1.84%
Consumer Durables1.47%
Technology Services1.26%
Commercial Services0.88%
Consumer Services0.79%
Bonds, Cash & Other88.75%
ETF75.68%
Government12.13%
Cash0.94%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.