LVHB : Innovator Lunt Low Vol/High Beta Tactical ETF

LVHB is a US Stocks Market Large Value with LOW fees.

LVHB

Innovator Lunt Low Vol/High Beta Tactical ETF

FI Score

51 /100

Diversification Rating

0 /10

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

51% FI Score
  • lvhb
  • ETF
  • US Stocks
  • Large Value

Innovator Lunt Low Vol/High Beta Tactical ETF

Expenses: 0.49% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Lunt Capital U.S. Large Cap Equity Rotation Index. The fund generally invests at least 80% of its net assets (including investment borrowing) in the common stocks that comprise the index. The index utilizes the index provider's proprietary relative strength methodology to rotate between the holdings of one of two sub-indices, the S&P 500 Low Volatility Index and the S&P 500 High Beta Index, that seek to identify the 100 components of the S&P 500 Index that most strongly exhibit a particular trait.

Largest Holdings

Amount Holding
1.29% The Coca-Cola Company
1.21% Duke Energy Corporation
1.20% Exelon Corporation
1.19% WEC Energy Group, Inc
1.18% CMS Energy Corporation
1.18% Republic Services, Inc
1.16% NextEra Energy, Inc
1.15% American Electric Power Company, Inc
1.15% Consolidated Edison, Inc
1.14% Dominion Energy, Inc

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