Investors now have another low-cost option to
access several of Reality Shares’ quantitative strategies
Reality Shares, an innovative asset management firm, ETF issuer
and index provider, now offers three of its rules-based ETFs on
E*TRADE’s Commission-Free ETF Platform.
As of May 1, 2018, investors utilizing the E*TRADE platform can
access the following Reality Shares ETFs with zero-commission
trading:
- The Reality Shares DIVS ETF (NYSE
Arca: DIVY)
- The Reality Shares DIVCON Leaders
Dividend ETF (BATS: LEAD)
- The Reality Shares Nasdaq NexGen
Economy ETF (Nasdaq: BLCN)
“From day one, our mission at Reality Shares has been to provide
a range of rules-based ETFs and quantitative tools to help
investors of all sizes analyze and access innovative investment
strategies,” said Eric Ervin, CEO of Reality Shares. “This
relationship with E*TRADE allows us to further democratize the
investing process by providing another low-cost option to help
investors capitalize on our proprietary strategies.”
Reality Shares launched DIVY, its inaugural ETF, in December
2014. It is one of the first ETFs that seeks to deliver long-term
capital appreciation based on the growth of dividends, not stock
price, of large-cap companies. The fund, which is classified as a
Multialternative by Morningstar, earned a 5-star Morningstar
rating1 in January 2018 for its ambitious strategy and
performance.
LEAD invests in large-cap companies with the highest probability
of increasing their dividends in the next 12 months, as determined
by DIVCON®, Reality Shares’ proprietary dividend health rating
methodology.
Earlier this year, Reality Shares made its debut into the
blockchain technology space by launching BLCN, which invests in
companies committing material resources to developing, researching,
innovating or utilizing blockchain technology. The fund garnered
more than $100 million in assets within 10 trading days and
continues to attract investor interest.
“For investors seeking strategies beyond the mainstream, ETFs
that utilize alternative investment methodologies can be an
appealing play,” said Rich Messina, SVP, Investment Product
Management at E*TRADE. “With the addition of three Reality Shares
ETFs, we continue in our pursuit to arm the retail investor with
ETFs that can be used for a variety of investment objectives,
without the cost of placing a trade.”
For more information on Reality Shares’ ETF suite,
visit www.realityshares.com.
1For each fund with at least a three-year history, Morningstar
calculates a Morningstar Rating™ metric each month by subtracting
the return on a 90-day U.S. Treasury Bill from the fund’s
load-adjusted return for the same period, and then adjusting this
excess return for risk. The top 10 percent of the funds in each
broad asset class receive 5 stars, the next 22.5 percent receive 4
stars, the next 35 percent receive 3 stars, the next 22.5 percent
receive 2 stars and the bottom 10 percent receive 1 star. The
Overall Morningstar Rating™ for a fund is derived from a weighted
average of the performance figures associated with its three-,
five- and ten-year (if applicable) Morningstar Rating™ metrics.
DIVY was rated against the following number of U.S.-domiciled funds
over the following time period: 8 funds in the last three years.
With respect to these funds, DIVY received a Morningstar Rating™ of
5 stars for the three year-period. Past performance is no guarantee
of future results.
About Reality Shares
Reality Shares is an innovative asset management firm, ETF
issuer and index provider. Reality Shares' goal is to democratize
the world's best investing ideas, using systematic quantitative
methods to deliver products and solutions that support a wide range
of investing objectives, such as diversification, lower
correlation, risk mitigation or unique market exposures.
About E*TRADE’s Commission-Free ETF Platform:
You can buy and sell the exchange-traded funds (ETFs) available
through the E*TRADE Securities (Member FINRA/SIPC) commission-free
ETF program without paying brokerage commissions. For margin
customers, ETFs purchased through the program are not margin
eligible for 30 days from the purchase date. To discourage
short-term trading, E*TRADE Securities may charge a short-term
trading fee on sales of participating ETFs held for less than 30
days.
Carefully consider the investment objective, risks, charges
and expenses before investing in Reality Shares ETFs. This and
other important information can be found in the Fund's prospectus,
which may be obtained by calling 855-595-0240 or by visiting us
at realityshares.com. Please read the prospectus
carefully before investing.
DIVY is actively managed and there is no guarantee the Fund’s
investment strategies will be successful. The Fund’s derivative
investments in swaps, futures and forwards are subject to a number
of risks, including correlation risk, market risk, counterparty
credit risk and liquidity risk, which may negatively impact the
Fund’s investment strategies and could cause the Fund to lose
money. The Fund does not capture dividend payments or generate
dividend income and is not appropriate for investors seeking
dividend income. The Fund uses a dividend isolation strategy
whereby investment returns are based primarily on the change in
expected dividend values reflected in the prices of the Fund's
portfolio holdings. Dividends are not guaranteed and a company’s
future abilities to pay dividends may be limited. A company
currently paying dividends may cease paying dividends at any
time.
LEAD seeks long-term capital appreciation by tracking the
performance, before fees and expenses, of the Reality Shares DIVCON
Leaders Dividend Index. Principal risks for the Fund include Equity
Risk, ETF Trading Risk, Index Performance Risk, Index Tracking
Error Risk, Market Risk, Investments in Other ETFs Risk, and
Non-Diversification Risk. Please refer to the prospectus for
further explanation of individual risks.
BLCN is passively managed and there can be no assurance the
Fund’s investment objective will be achieved. BLCN seeks long-term
growth by tracking the performance, before fees and expenses, of
the Reality Shares Nasdaq Blockchain Economy Index. The Fund may
invest in securities issued by companies concentrated in a
particular industry or sector, which involves additional risks
including limited diversification. The Fund may invest in small
capitalization and mid-capitalization companies. Such companies may
experience greater price volatility than larger, more established
companies. If the Fund has lower average daily trading volumes, it
may rely on a small number of third-party market makers to provide
a market for the purchase and sale of shares. The Fund will also
invest in foreign securities, which involve political, economic,
and currency risks, greater volatility, and differences in
accounting methods. These risks are greater for investments in
emerging markets. Blockchain technology is an entirely new and
relatively untested technology and may never be implemented to a
scale that provides identifiable economic benefit to the companies
included in the index. Blockchain systems could be vulnerable to
fraud. There is little regulation of blockchain technology and
because blockchain technology systems may operate across many
national boundaries and regulatory jurisdictions, it is possible
that it may be subject to widespread and inconsistent regulation.
The values of the companies included in the index may not be a
reflection of their connection to blockchain technology but may be
based on other business operations. Currently, blockchain
technology is primarily used for the recording of transactions in
digital currency, which is extremely speculative, unregulated and
volatile. Because digital assets registered in a blockchain do not
have a standardized exchange, like a stock market, there is less
liquidity for such assets and greater possibility of fraud or
manipulation. The Fund is classified as "non-diversified" and may
invest a relatively high percentage of its assets in a limited
number of issuers. As a result, the Fund may be more susceptible to
a single adverse economic or regulatory occurrence affecting one or
more of these issuers, experience increased volatility and be
highly concentrated in certain issuers.
ETF shares are bought and sold at market price, not NAV, and are
not individually redeemable. Owners may acquire shares from the
Fund and tender shares for redemption to the Fund in creation units
only.
Reality Shares Advisors, LLC is the Investment Advisor. ALPS
Distributors, Inc. is the Distributor for the Fund. ALPS
Distributors, Inc. is not affiliated with Reality Shares Advisors,
LLC, or E*TRADE.
Copyright © 2018 Reality Shares, Inc. All rights reserved.
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version on businesswire.com: https://www.businesswire.com/news/home/20180507005265/en/
Gregory FCA for Reality SharesRachelle Gaynor,
610-228-2119realityshares@gregoryfca.com
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