A conservative, diversified, strategic allocation across 7 broad asset classes and 12 underlying indices. Using the 7Twelve® framework, LUNT712C's allocation over-weights fixed income components and under-weights equity/real asset components. Rebalanced annually.
Lunt Capital offers a suite of strategic and tactical indices. Our strategic, 7Twelve® indices are diversified across asset classes. Our tactical, multi-asset and global equity indices dynamically rotate, hedge, and tilt in order to capture growth and reduce risk. We manage ETF portfolios designed to replicate the characteristics of our indices.
-64.69 -0.34% ▼
An aggressive, U.S. Large Cap equity, dynamic index, designed for growth. Using proprietary, rules-based models, LUNTUSLC (TR) tactically rotates ...
0.41 0.01% ▲
An aggressive, multi-asset, tactically managed index designed for growth. Using proprietary, rules-based models, LUNTDYNA combines a dedicated ...
4.72 0.13% ▲
A moderate, multi-asset, tactically managed index designed to take advantage of return disparities among sub-asset classes. Using proprietary, rules-...
2.19 0.1% ▲
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.