Risk Managed Toews Agility Shares ™ ETF Ranked Among Morningstar’s Top Rated Options Trading ETFs With One Year Annualized Return | Business
NEW YORK – (BUSINESS WIRE) – July 21, 2021–
The Toews Agility Shares ™ team is pleased to announce that the Toews Agility Shares ™ Managed Risk ETF (MRSK) is ranked # 3 out of 91 available ETFs by Morningstar in the Options Trading category based on its first annualized returns. over one year to 6/30/2021.
“We are delighted with the success of our risk management strategy, which is up to our investors and proves that there is more than buffer funds to deliver option-based risk management solutions,” said Phillip Toews, CEO and Portfolio Manager of Toews Agility. Actions. “We believe we have devised a strategy that could potentially provide an alternative to the range of complex tampon products available on the market. “
The Toews Agility Shares Managed Risk ETF attempts to manage the still invested exposure to the S&P 500 index while being constantly hedged by S&P futures options and / or options on the S&P 500 index. The underlying S&P 500 futures instrument allows a margin to be allocated to the tactical management of aggregate bond instruments. MRSK integrates its hedging through a combination of options strategies that allow the fund to potentially capitalize on sudden market reversals and manage downside risk. More precisely:
- MRSK uses an option writing methodology that attempts to offset the costs of the puts that provide consistent hedging.
- Second, put contracts are actively managed and adjusted if markets move up to keep options close to the money and allow options to better capitalize in falling markets.
“When we looked at the landscape of products covered, we found that many solutions offer buffers, but due to the cost of their options and caps, may be exposed to significantly reduced growth,” says Dan Kullman, Managing Director training and education for Toews. Asset Management. “MRSK was designed to solve this problem by dynamically managing its options to face a rising or falling market. “
Toews Agility Risk Managed Equity ETF
Trading in US fund options
CBOE S&P 500 BuyWrite BXM
The performances quoted represent past performances and do not guarantee future results. The return on investment and the principal value of an investment fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. The current performance may be lower or higher than the quoted performance. Performance data up to the end of the most recent month can be obtained by visiting agilityshares.com. The expense ratio of the Fund is 1.26%.
To learn more about Toews Agility Shares ™, please visit www.toewsetfs.com.
For employment opportunities, please visit www.toewscorp.com or contact [email protected]
About Toews Agility Shares ™
Toews Agility Shares ™ provides investors with risk management strategies in actively managed exchange-traded funds. It strives to offer efficiency, negotiability and transparency. Toews Agility Shares ™ is fueled by Toews research, innovation and expertise in working with investors since 1994.
For more information, please visit www.toewsetfs.com.
About Toews Asset Management
Toews Asset Management is an SEC registered investment adviser founded in 1994. Most investors hope to avoid losses and achieve growth. Toews builds portfolios that primarily seek to reduce the risk of loss in stressful environments, as well as attempt to participate in market gains. Our process is not based on a subjective or predictive methodology. It has used a highly researched and price responsive algorithm since 1996 that provides a signal for exit and re-entry points of investments.
For more information, visit www.toewscorp.com.
ETFs carry risks, including possible loss of capital. An investor should carefully consider the investment objectives, risks, fees and expenses of the ETF before investing. This and other information about the ETF is contained in the prospectus, which can be obtained by calling 877-558-6397. Please read the prospectus carefully before investing. The ETF Toews Funds Agility Shares Managed Risk ETF is distributed by Northern Lights Distributors LLC, member of FINRA / SIPC. Toews Corporation is not affiliated with Northern Lights, LLC.
Important risk information:
Market price returns are calculated using the closing price and take into account fund distributions.
The Fund is a new exchange traded Fund and has a limited trading history that investors can evaluate. The Fund’s use of futures contracts involves risks that are different or even greater than the risks associated with investing directly in securities and other traditional investments.
These risks include leverage risk and correlation or tracking risk. Since futures contracts only require a small initial investment in the form of a deposit or margin, they involve a high degree of leverage. The fund may present options risk. Options are subject to changes in the underlying securities or the index of securities on which these instruments are based. The fund may invest in ETFs. ETFs are subject to investment advisory fees and other expenses, which will be indirectly paid by the Fund. Therefore, your cost of investing in the Fund will be higher than the cost of investing directly in ETFs and may be higher than that of other mutual funds that invest directly in securities. There is an equity risk because the price of equity securities may rise or fall due to changes in the broader market or changes in a company’s financial condition, sometimes rapidly or unpredictably.
U.S. funds options trading strategies utilize a variety of option transactions including writing put options, option spreads, option-based hedged stocks, and tunnel strategies, among others. . Additionally, strategies in this group that engage in option writing may seek to generate a portion of their returns, either indirectly or directly, from the volatility risk premium associated with trading strategies. options. The CBOE S&P 500 BuyWrite Index is a benchmark index designed to show the hypothetical performance of a portfolio that engages in a buy strategy using call options on the S&P 500 Index. Investors cannot invest directly in an index and the returns of unmanaged indices do not reflect any fees, expenses or sales charges. 2378-NLD-07192021.
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Gregory FCA for Toews Agility Shares ™
Email: [email protected]
KEYWORD: UNITED STATES NORTH AMERICA NEW YORK
INDUSTRY KEYWORD: FINANCING OF PROFESSIONAL SERVICES
SOURCE: Toews Agility Shares ™
Copyright Business Wire 2021.
PUB: 07/21/2021 9:30 a.m. / DISC: 07/21/2021 9:31 a.m.
Copyright Business Wire 2021.