LHA Market State Tactical Q ETF

Frequently Asked Questions About MSTQ

What does MSTQ invest in?

The LHA Market State Tactical Q ETF (MSTQ) is a strategically managed fund that aims to achieve its goals by primarily investing in stocks linked to major, growth-focused U.S. companies. Its investment decisions are driven by sophisticated analytical models that predict the future trends of these high-growth equities. It's important to note that this fund maintains a concentrated, rather than diversified, portfolio.

What is the expense ratio of MSTQ?

LHA Market State Tactical Q ETF (MSTQ) charges an expense ratio of 1.59%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MSTQ?

LHA Market State Tactical Q ETF (MSTQ) manages $39.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is MSTQ actively managed or an index fund?

MSTQ is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (MSTQ's is 1.59%) in exchange for the discretion to over- or under-weight positions.

When was MSTQ launched?

LHA Market State Tactical Q ETF (MSTQ) launched in March 2022 and is managed by Little Harbor Advisors.

How has MSTQ performed?

MSTQ's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.