About RQEIX
The ResQ Dynamic Allocation Fund Institutional Class is a tactical allocation mutual fund designed to pursue long-term capital appreciation with a focus on capital preservation. Its primary strategy involves dynamically adjusting its portfolio exposures among cash, equities, bonds, and commodities based on prevailing market conditions. This approach allows the fund to participate in market upswings, while retaining the flexibility to adopt a more defensive stance during periods of market stress.
The fund invests directly or indirectly, primarily through exchange-traded funds (ETFs), in a broad mix of domestic and international equities across all market capitalizations, fixed income securities, and commodities. It can also take concentrated positions in specific sectors when the investment model signals opportunity. The fund uses a quantitative, proprietary model to construct and optimize the portfolio, seeking to balance risk and return across different market cycles. Asset allocation is actively reviewed and adjusted, allowing swift adaptation to changes in market dynamics.
With a focus on risk-adjusted returns, the ResQ Dynamic Allocation Fund Institutional Class plays a flexible role in the market, appealing to investors looking for a diversified, actively managed vehicle that aims to navigate various economic environments while managing volatility.
Fund Family RESQ Funds
Category Tactical Allocation
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol RQEIX
Share Class Resq Dynamic Allocation Class I Shares
Index MSCI World Free NR USD
RQEIX had a total return of 8.64% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.34%.
