February 24, 2021
Retail investors doubling as ‘do-it-yourself’ portfolio managers can orchestrate their own capital allocations into stocks and bonds. But the majority of investors can opt for a ‘set it and forget it’ option with the
The fund seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Ned Davis Research CMG US Large Cap Long/Flat Index (NDRCMGLF). The NDRCMGLF Index follows a proprietary model that determines when, and by how much, it allocates to U.S. equities and/or U.S. Treasury bills to seek to help avoid losses in declining markets or capitalize from rising markets.