Key stats
About Innovator ETFs Trust Innovator Gradient Tactical Rotation Strategy ETF
Expense ratio
0.80%
Home page
Inception date
Nov 17, 2022
IGTR seeks to outperform the S&P Global BMI, which provides a broad measure of global equity markets. The fund utilizes a two-factor process to tactically invest in the equity market segment with the strongest price momentum. The fund considers three geographies (US, developed, and emerging markets) and identifies market subsectors within each geography (high beta, momentum, neutral broad market, and low volatility). All in all, the fund defines 9 equity market segments which are combinations of a geography and a market subsector. Each month, the fund adviser determines the strongest geographic equity market and then the strongest market subsector within the selected geography, based on price momentum trend. If all equity market segments exhibit significant and sustained price momentum decline, the fund invests in cash instead. Since the fund adviser adjusts the portfolio monthly, the fund has a high portfolio turnover rate.
Classification
What's in the fund
Exposure type
Electronic Technology
Technology Services
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.