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.
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.
76.63 0.4% ▲
An aggressive, U.S. Large Cap equity, dynamic index, designed for growth. Using proprietary, rules-based models, LUNTUSLC (TR) tactically rotates ...
34.41 0.61% ▲
An aggressive, multi-asset, tactically managed index designed for growth. Using proprietary, rules-based models, LUNTDYNA combines a dedicated ...
3.16 0.15% ▲
A conservative, diversified, strategic allocation across 7 broad asset classes and 12 underlying indices. Using the 7Twelve® framework, LUNT712C's ...
14.22 0.38% ▲
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.