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Funds that can not be classified due to their unique configuration and objectives.
FundsThe Claymore/Clear Spin-off ETF (CSD) is designed to actively represent the stock of a group of companies that have recently been spun-off from larger corporations and have the opportunity to better focus on their core market segment and outperform, on a risk-adjusted basis, the Russell Mid-Cap Growth Index and other mid-cap-oriented benchmark indices. The Index constituent selection methodology was developed by Clear as a quantitative approach to selecting stocks from a universe of all spin-off companies. The Index constituent selection model evaluates and selects stocks from a universe of recently spun-off companies using a proprietary, 100% rules-based methodology developed by Clear. The Claymore/LGA Green ETF (GRN) is designed to identify companies with the best combination of environmental performance trends in their respective industries as determined by Light Green Advisors (“LGA” or the “Index Provider”).The Index seeks to actively represent a broadly diversified group of liquid, major market stocks with representation from all economic sectors that are demonstrable environmental leaders in terms of waste minimization, clean production, pollution and spill prevention, and consistent compliance with environmental laws. The Claymore/Ocean Tomo Patent (OTP) is designed to identify six companies within each of 50 style and size groups (which include value, relative value, blend, growth at a reasonable price (“GARP”) and growth by decile) with the highest patent value to book value ratio as determined by Ocean Tomo, LLC (the “Index Provider”) using Ocean Tomo’s Patent Ratings™ software. The Index is designed to actively represent a group of stocks that own quality patent portfolios. The Claymore/Zacks Sector Rotation ETF (XRO) seeks investment results that correspond generally to the performance, before the Fund’s fees and expenses, of the Zacks Sector Rotation Index which is designed to systematically determine sector allocations based on fundamental macro-market data on a quarterly basis.
The First Trust IPOX-100 Index Fund (FPX) tracks, before the Fund's fees and expenses, the modified value-weighted price index measuring the performance of the 100 largest initial public offerings (“IPOs”). The companies are ranked quarterly by market capitalization in the U.S. IPOX Composite Index and it utilizes a 10% capping on all constituents. The index is a rules based value-weighted index measuring the average performance of U.S. IPOs during the first 1000 trading days. Index constituents are selected based on quantitative initial screens and is reconstituted and adjusted quarterly. Fund Charts | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Eustis Investing Strategies (EIS) does not guarantee the accuracy or completeness of this information, nor do we assume any liability for any loss that may result from its use. EIS personnel may own shares in the funds recommended on this website. Send mail to
master@eustis-invest.com with questions or comments about this web site.
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