Home > Huntington Strategy Shares To Begin Trading The Huntington EcoLogical Strategy ETF Wednesday, June 20, 2012
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Huntington Strategy Shares To Begin Trading The Huntington EcoLogical Strategy ETF Wednesday, June 20, 2012

June 19th, 2012

Huntington Strategy Shares has announced that they will begin trading The Huntington EcoLogical Strategy ETF (NYSEARCA:HECO) Wednesday, June 20, 2012. The EcoLogical Strategy ETF has a goal of capital appreciation and will focus on ecologically-focused companies and products, which are positioned to take advantage of continuing changes in laws, consumer behavior and business investments.

Total Annual Fund Operating Expenses After Fee Waiver/Expense Reimbursement: 0.95%

Principal Investment Strategy

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The Fund is an actively managed exchange-traded fund (“ETF”) that, under normal conditions, will invest at least 80% of its net assets (plus borrowings for investment purposes) in the exchange-listed common stocks of select companies organized in the U.S. and included in the S&P Composite 1500® (“Companies”). The S&P Composite 1500 is a combination of the following indices: the S&P 500®, the S&P MidCap 400® and the S&P SmallCap 600®.

The Fund will invest in Companies within each of the large-cap, mid-cap and small-cap U.S. equity market segments (each a “Market Segment”). The large-cap segment is represented by companies comprising the S&P 500, the mid-cap segment is represented by companies comprising the S&P MidCap 400 and the small-cap segment is represented by the companies comprising the S&P SmallCap 600.

The Fund will also invest in Companies operating in each of the ten (10) sectors represented in the S&P Composite 1500. A sector is a large grouping of companies operating within the market that share similar characteristics. The ten (10) sectors comprising the S&P Composite 1500 are: utilities, consumer staples, information technology, healthcare, financials, energy, consumer discretionary, materials, industrials, and telecommunication services (“Sectors”).

As market conditions change, the Fund intends to rotate the investment focus of the Fund so as to overweight its portfolio in Companies comprising those Market Segments and Sectors that the Advisor believes offer the greatest potential for capital appreciation in the given market environment and underweight its portfolio in those Market Segments and Sectors that the Advisor believes offer the least potential for capital appreciation in that same market environment. If the Fund’s portfolio allocation to a particular Market Segment or Sector exceeds that Market Segment’s or Sector’s current weighting in the S&P Composite 1500, then the Fund will be “overweighting” that Market Segment or Sector. Similarly, if the Fund’s portfolio allocation to a specific Market Segment or Sector is less than that Market Segment’s or Sector’s current weighting in the S&P Composite 1500, then the Fund will be “underweighting” that Market Segment or Sector.

The Advisor believes that these adjustments, collectively, will position the Fund for continued capital appreciation in the new market environment.

As of April 4, 2012, the adjusted statistics for the S&P Composite 1500, the S&P 500, the S&P MidCap 400 and the S&P SmallCap 600 are as follows:

  • For the S&P Composite 1500, the average market capitalization of companies in the index was approximately $9.55 billion and the median market capitalization was approximately $2.24 billion. The market capitalization range for the companies included in the S&P Composite 1500 was approximately $10 million to $582.09 billion.
  • For the S&P 500, the average market capitalization of companies in the index was approximately $25.28 billion and the median market capitalization was approximately $11.65 billion. The market capitalization range for the companies included in the S&P 500 was approximately $1.08 billion to $582.09 billion.
  • For the S&P MidCap 400, the average market capitalization of companies in the index was approximately $2.94 billion and the median market capitalization was approximately $2.60 billion. The market capitalization range for the companies included in the S&P MidCap 400 was approximately $520 million to $9.47 billion.
  • For the S&P SmallCap 600, the average market capitalization of companies in the index was approximately $830 million and the median market capitalization was approximately $700 million. The market capitalization range for the companies included in the S&P SmallCap 600 was approximately $10 million to $3.17 billion.

The Advisor retains a broad mandate and discretion to invest in Companies consistent with its evaluation of the capital appreciation potential of the Market Segments and Sectors. The strategy of overweighting and underweighting Sectors to maximize opportunities for capital appreciation may result in the Fund investing greater than 25% of its total assets in the equity securities of Companies operating in one or more Sectors. Sectors are comprised of multiple individual industries. The Fund will not invest more than 25% of its total assets in an individual industry, as defined by the Standard Industrial Classification Codes utilized by the Division of Corporation Finance of the U.S. Securities and Exchange Commission.

Both in current market conditions and, more importantly, over longer time periods, the Advisor believes that investing in Companies consistent with its ongoing evaluation of the capital appreciation potential of the Market Segments and Sectors is intrinsic to maximizing performance in the domestic equity markets.

The Fund actively trades its portfolio securities in an attempt to achieve its investment objective.

For the complete prospectus click: HERE


FUND LAUNCH, NYSE:HECO


 

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