A moderate, diversified, strategic allocation across 7 broad asset classes and 12 underlying indices. Using the 7Twelve® framework, LUNT712M's allocation is equally weighted among the various global equity, real asset, and fixed income components. Rebalanced annually.
78.33 0.38% ▲
An aggressive, U.S. Large Cap equity, dynamic index, designed for growth. Using proprietary, rules-based models, LUNTUSLC (TR) tactically rotates ...
93.46 0.5% ▲
An aggressive, U.S. Large Cap equity, dynamic index designed for growth. Using proprietary, rules-based models, LUNTLMFR (TR) tactically rotates ...
8.41 0.16% ▲
Lunt Capital Global Momentum or Low Volatility Index
-3.11 -0.05% ▼
An aggressive, multi-asset, tactically managed index designed for growth. Using proprietary, rules-based models, LUNTDYNA combines a dedicated ...
-1.16 -0.05% ▼
A conservative, multi-asset, tactically managed index designed for defense and risk reduction in volatile markets. Using proprietary, rules-based ...
The custom indices published in the “Client Information” section are proprietary to the client. S&P Dow Jones Indices LLC (SPDJI) is not the “Benchmark Administrator” (as defined in the International Organization of Securities Commission Principles for Financial Benchmarks of July 2013 and ESMA/EBA Principles for Benchmark Setting Processes of June 6, 2013) for such indices and SPDJI does not assume any responsibilities of a Benchmark Administrator for such indices.