Key stats
About Northern Lights Fund Trust IV Monarch Volume Factor Global Unconstrained Index ETF
Home page
Inception date
Mar 6, 2024
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Ordinary income
MVFG is a fund-of-funds, emphasizing equity ETFs with strong cash flow and adjusting towards treasury ETFs during cash flow challenges. The fund tracks an index comprising 25 equally weighted equity ETFs selected for financial health, alongside treasury ETFs as necessary. Screening US-listed equity ETFs with global exposure, the fund adheres to specific criteria like no leverage, non-inverse fund structure, assets over $50 million, and a trading history of at least two years. Following a proprietary volume factor methodology, it identifies sectors with positive cash flow dynamics. MVFG's adaptable strategy involves adjusting sector allocations in response to financial trends, ensuring a proportional representation of index securities. During market downturns, the fund may increase exposure to treasury ETFs while rebalancing sector weights to navigate evolving market conditions. It focuses on global market intricacies and aims for diversified positive cash flow strategies.
Classification
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF99.42%
Cash0.58%
Displays a symbol's price movements over previous years to identify recurring trends.