SHEP Tactical Moderate-Aggressive Index

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
As of May 02, 2022

Overview

The SHEP Tactical Moderate-Aggressive Index seeks to track the performance of ETFs employing a tactical asset allocation strategy of up to 80% equity that reduces volatility and lowers drawdown tendencies relative to its broader benchmark. The index targets 7 ETF's seeking to replicate broadly diversified equity and fixed income market indexes and sectors.
Asset class
Equity
Category
Custom Equity
Region
North America
Rebalance frequency

Tickers

Price return
SHEPMAGG
Total return
SHPMAGGT
Net total return

Characteristics

Resources

No resources found.

Composition

Top constituents

As of
March 7, 2025
Company Name
Company Name
Weight

10.8%

Company Name
Company Name
Weight

10.8%

Company Name
Company Name
Weight

10.8%

Company Name
Company Name
Weight

10.8%

Company Name
Company Name
Weight

10.8%

Company Name
Company Name
Weight

10.8%

Company Name
Company Name
Weight

10.8%

Company Name
Company Name
Weight

10.8%

Company Name
Company Name
Weight

10.8%

Company Name
Company Name
Weight

10.8%

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Linked products

No linked products found.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Insights

No items found.
Sign up for index updates to stay in the know.
By clicking submit, you’re opting into communications, subject to our Privacy Policy.
By clicking submit, you’re opting into communications, subject to our Privacy Policy.

Interested in market data packages?

Contact our team for more information.
By clicking submit, you’re opting into communications, subject to our Privacy Policy.