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.
157.06 0.75% ▲
An aggressive, U.S. Large Cap equity, dynamic index, designed for growth. Using proprietary, rules-based models, LUNTUSLC (TR) tactically rotates ...
18.34 0.33% ▲
Lunt Capital Global Momentum or Low Volatility Index
25.11 0.39% ▲
An aggressive, multi-asset, tactically managed index designed for growth. Using proprietary, rules-based models, LUNTDYNA combines a dedicated ...
5.63 0.25% ▲
A conservative, multi-asset, tactically managed index designed for defense and risk reduction in volatile markets. Using proprietary, rules-based ...
13.4 0.32% ▲
A moderate, multi-asset, tactically managed index designed to take advantage of return disparities among sub-asset classes. Using proprietary, rules-...
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.