Lunt Capital U.S. Large Cap Equity Rotation Total Return Index

Description

An aggressive, U.S. Large Cap equity, dynamic index, designed for growth.  Using proprietary, rules-based models, LUNTUSLC (TR) tactically rotates between the high beta and low volatility sub-components of the S&P 500 index.  Stays fully allocated to specific market segments at all times.

Documents


Characteristics


Constituents

Top 10 Constituents by Index Weight

Full Constituents ListFull Constituents List
  • Constituent
  • Symbol
  • Sector*


Sector Breakdown

Sector
Index Weight


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Index Weight


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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.

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