RH Tactical Rotation ETF

Frequently Asked Questions About RHRX

What does RHRX invest in?

The fund an actively managed ETF, it will not seek to replicate the performance of an index. The advisor seeks to achieve the fund’s investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended (the “1940 Act”) and not affiliated with the fund. The fund will not generally invest in individual portfolio securities. The investments of the portfolio funds will generally be comprised of equity securities principally consisting of common stock, preferred stock, and convertible preferred stock of any market capitalization.

What is the expense ratio of RHRX?

RH Tactical Rotation ETF (RHRX) charges an expense ratio of 1.38%. This is the annual fee deducted from fund assets to cover management and operations.

How big is RHRX?

RH Tactical Rotation ETF (RHRX) manages $17.2M 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 RHRX actively managed or an index fund?

RHRX is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (RHRX's is 1.38%) in exchange for the discretion to over- or under-weight positions.

When was RHRX launched?

RH Tactical Rotation ETF (RHRX) launched in November 2021 and is managed by Adaptive ETFs.

How has RHRX performed?

RHRX'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.