Description
An aggressive, U.S. Large Cap equity, dynamic index designed for growth. Using proprietary, rules-based models, LUNTLMFR (TR) tactically rotates between the highest quintile and lowest quintile components of four factor-based indices of the S&P 500 Index. Stays fully allocated to specific market segments at all times.
Documents
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.
