Indexperts ETFs
Powered by Linden Thomas & Co.
About Indexperts ETFs
Quality and Yield Focused Indexing Accessible to All
Much like the Indexperts earnings focused institutional indexes, Indexperts exchange traded funds (ETFs) focus on the quality of the holdings and controlled costs. Unlike other market-cap index funds where stocks are selected solely based on size, the Indexperts' earnings focused approach means the companies in the portfolios are selected based on meeting high-quality earnings standards. The Indexperts ETFs offer investors the ability to get started with a lower initial investment than the Indexperts institutional portfolios. Through Indexperts ETFs investors can build a well-rounded portfolio with the three disciplines available: growth equities, value equities, and yield-focused fixed income. Whether the investor's risk profile is aggressive, moderate, or conservative, these ETFs can accomplish their needs while achieving diversification.
Indexperts ETFs
Symbol: RILA
Indexperts Gorilla Aggressive Growth ETF
The Indexperts Gorilla Aggressive Growth ETF (RILA) is an all-cap growth ETF with an overweight of stocks that screened as having the highest potential quality growth attributes.
Symbol: QIDX
Indexperts Quality Focused ETF
The Indexperts Quality Earnings Focused ETF (QIDX) is an all-cap core value ETF overweighted towards stocks that have the highest quality down market, recovery, and consistency attributes.
Symbol: YFFI
Indexperts Yield Focused Fixed Income ETF
The strategy provides investors a diversified fixed income portfolio of securities that display excellent yield and cash flow characteristics. Concentrated in U.S. investment grade fixed income, the Indexperts active management overlay monitors market conditions for fixed income opportunities that will enhance the portfolio’s yield and long-term cash flow.
How to Buy Indexperts ETFs
Investors with less than $500,000 to invest can buy these ETFs through their regular brokerage account. Ask your advisor or search for the ETFs by their symbol to invest.
Balance can Spread Risk and Enhance Results
Using a combination of the Indexperts ETFs, you can build a portfolio that best suits your needs. By balancing across earnings focused growth and value, along with yield-focused fixed income, you can create an allocation that suits your risk tolerance and goals.
Three sample allocations using these ETFs are shown below, but investors building an account with Indexperts Direct (over $500,000) can schedule a call with a seasoned financial advisor to build a custom tailored allocation.
