Key stats
About Collaborative Investment Series Trust Rareview Systematic Equity ETF
Expense ratio
1.27%
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Inception date
Jan 21, 2022
RSEE actively invests in domestic or foreign equity ETFs with exposure to one or more of the following four regional sub-strategies: US large-cap, US small-cap, emerging markets, and non-US developed markets. In selecting and determining the allocation of the funds portfolio, a quantitative investment system is utilized to produce a daily strategy using multiple data sets and algorithms. Each sub-strategy aims to provide value by investing up to 133% of the funds portfolio in equity ETFs and liquid indices during high probability of positive return, and toggling over to short equity index futures contracts or cash position when probability is low. Sub-strategy allocations attempt to diminish the chances of the fund underperforming on a yearly basis. RSEE is designed to maximize return, and limit drawdowns by targeting larger-medium risk-controlled directional bets over different investment horizons.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
ETF
Cash
Bonds, Cash & Other100.00%
ETF87.30%
Cash12.70%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history