Key stats
About The Advisors Inner Circle Fund II PMV Adaptive Risk Parity ETF
Expense ratio
1.38%
Home page
Inception date
Dec 21, 2022
ARP actively monitors asset class pricing trends to provide diversified exposure to several asset classes: global equities, fixed-income securities, commodities, currencies, and cash, with no target allocation. In selecting a balanced combination of low-correlated assets, the adviser utilizes a proprietary process with three primary steps including the identification of the investable universe with exposure to economic growth and inflation, the spotting of broad momentum trends, and the portfolio construction of assets believed to achieve the highest risk-adjust return through various market environments. Assets with positive momentum trends may be overweighted in the process. Although the fund will primarily hold ETPs, it may also directly invest in securities when the adviser deemed more appropriate. The portfolio is updated and rebalanced monthly. ARPs active nature entails investment decisions, allocations, and weighting are at full discretion of the adviser.
Classification
What's in the fund
Exposure type
ETF
Mutual fund
Bonds, Cash & Other100.00%
ETF80.36%
Mutual fund19.02%
Cash0.61%
Displays a symbol's price movements over previous years to identify recurring trends.