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LifeStylesSM ETF Program
Exchange-Traded Funds (ETFs) are baskets of securities that, like an individual stock, are listed on an exchange and can be traded at any time throughout the course of the day. By design, ETFs are passive investment vehicles designed to replicate the performance of a broad stock market index, market sector, country index or commodity.
LifeStylesSM ETF Portfolio Strategies
The LifeStylesSM ETF program utilizes various asset classes of low-cost ETFs within the disciplined asset allocation and active investment management framework that Reliance Trust has successfully implemented in its LifeStylesSM mutual fund program since 1994. Like the LifeStylesSM mutual fund program, the ETF program offers five asset allocation models to match each client’s unique risk/return profile.
Benefits of LifeStylesSM ETF Program
• Active Management – strategic & tactical asset allocation
• Flexibility – ETFs trade like stocks, buy & sell throughout the day
• Cost Effective – low expense ratios & trading costs
• Tax Efficiency – more tax efficient than mutual funds
• Diversification – easily diversify with minimal expense
• Style Consistency – no style drift with ETFs |
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