The Burney U.S. Factor Rotation ETF (BRNY) dynamically adjusts its allocation based on market conditions, outperforming most peers despite its short track record. BRNY's portfolio is diversified ...
The article introduces a dynamic ETF allocation model using the CAPE-MA35 ratio—the Shiller CAPE divided by its 35-year moving average—to identify market phases and adjust portfolio exposure. The ...
Based on the Fund's current share price of $13.43 (as of its close on January 8, 2026), the distribution represents an annualized distribution rate of approximately 10.05% (calculated by annualizing ...
AUSTIN, TX / ACCESS Newswire / November 18, 2025 / Kensington Asset Management is proud to announce the Kensington Dynamic Allocation Fund (KAGIX) has reached its five-year anniversary, exceeding $1.2 ...
The investment seeks to provide long-term capital appreciation. The fund pursues its investment objective by investing primarily in common and preferred stocks, as well as fixed income securities. It ...
The investment seeks capital gains. The fund will gain exposure to equity securities primarily by investing in one or more of the following investment types (1) exchange-traded funds (“ETFs”) ...
ATLANTA--(BUSINESS WIRE)--Logility, Inc., a leading provider of advanced retail planning and collaborative supply chain optimization solutions, today announced the availability of Dynamic Allocation ...
NEW YORK, NY / ACCESSWIRE / April 25, 2024 / Ares Capital Management II LLC today announced that monthly fund composition and performance data for Ares Dynamic Credit Allocation Fund, Inc. (NYSE:ARDC) ...
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