INAV vs. MSSS ETF Comparison
Comparison of Mohr Industry Nav ETF (INAV) to Monarch Select Subsector Index ETF (MSSS)
INAV
Mohr Industry Nav ETF
INAV Description
In pursuing the fund"s strategy, the adviser tactically allocates the fund"s assets across industries found in the 11 sectors found in the S&P 500 Index: technology, health care, financials, real estate, energy, materials, consumer discretionary, industrials, utilities, consumer staples and communications. The fund adviser seeks exposure to various industries through investment in 20 industry group-specific exchange-traded funds (ETFs) that seek to track a particular industry index.
Grade (RS Rating)
Last Trade
$27.51
Average Daily Volume
9,434
6
MSSS
Monarch Select Subsector Index ETF
MSSS Description
MSSS is a fund-of-ETFs that provide exposure to companies considered part of economically advantageous US sectors and subsectors. The fund follows a proprietary rules-based methodology that selects sectors and subsectors based on the phase of the economic cycle. The methodology uses employment trends to determine the phase of the economic cycle. It then identifies the sectors and subsectors that have historically performed well during such cycle. The fund selects 10 US-listed ETFs that are expected to deliver the best risk-adjusted return for the identified phase. As the fund may hold subsector funds within the same sector, MSSS may have significant exposure in one or more sectors relative to others. The fund employs a replication indexing strategy in which it invests in securities in approximately the same proportions as the underlying index.Grade (RS Rating)
Last Trade
$27.80
Average Daily Volume
7,108
5
Performance
Period | INAV | MSSS |
---|---|---|
30 Days | 0.54% | -3.64% |
60 Days | 0.04% | -1.84% |
90 Days | 4.61% | 3.22% |
12 Months |
0 Overlapping Holdings
Symbol | Grade | Weight in INAV | Weight in MSSS | Overlap |
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INAV: Top Represented Industries & Keywords
MSSS: Top Represented Industries & Keywords