IAT (iShares Dow Jones US Regional Banks)
Funds (Equity Investment Instruments)
Investment Models With Most Exposure In This Sector
|
Manager |
Model |
Sector Exposure |
Since Inception |
Sub. Fee |
|---|
 |
| Macro | Inception Sep 29, 2011 |
The Strategic Growth Allocations are Sizemore Capital's alternative to traditional asset allocation and will invest primarily …
|
| Macro | Inception Jun 19, 2011 |
Sizemore Capital identifies the powerful macro trends driving the global economy and makes investments to profit from those …
 |
| Growth | Inception Jul 28, 2011 |
An equity investment strategy geared toward growth while demonstrating less volatility than the overall equity market.
 |
| Macro | Inception May 09, 2010 |
Macro global ETF model, based on an intermediate economic outlook.
 |
| Macro | Inception Feb 09, 2010 |
Tactical ETF allocation strategy that employs a technical, top down investment methodology. Balanced investment portfolio with …
IAT News
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Important Information
- Past performance is no guarantee of future results.
- Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. Manager returns include trades that fail Covestor’s trading rules, do not reflect any Covestor suitability or risk score restrictions and are exclusive of Covestor fees. More
- Month to Date returns and Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
- The subscription fee range between 0.5%-2.30% p.a. per subscription to a model. They are subject to a $12.50 minimum per subscription per month, whether or not any trade activity occurs. No subscripition fees are charged on cash that is not subscribed to models
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