Key stats
About Cabana Target Leading Sector Moderate ETF
Expense ratio
0.79%
Home page
Inception date
Jul 13, 2021
CLSM is an actively managed fund-of-funds that allocates its exposure based on economic conditions and market outlook for five broad asset classes: equities, fixed income, real estate, currencies, and commodities. Equities include both domestic and foreign companies, including emerging markets. Fixed income securities have no restrictions in maturity, quality, or duration. The sub-adviser uses a proprietary algorithm that combines fundamental economic and technical price data to identify investments in sectors that appear to be attractive. The fund can also allocate across less-/non-correlated assets to manage volatility or any potential market declines. The fund seeks a balance between capital preservation and growth. On January 8, 2024, the fund acquired all assets and liabilities of Cabana Target Leading Sector Aggressive ETF (ticker: CLSA) and Cabana Target Leading Sector Conservative ETF (ticker: CLSC), which had $39 million and $24 million in assets, respectively.
Classification
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF99.13%
Cash0.87%
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