YieldShares High Income ETF YYY
Fund Type:
ETF
Total Assets:
$110M
Fund Category:
Balanced
Morningstar Category:
Tactical Allocation
ETF Type:
Balanced
ETF Category:
Tactical Allocation
Fund Family:
YieldShares
Underlying Index:
ISE High Income Index
Inception Date:
6/12/2012
Principal EDGE Active Income ETF YLD
Fund Type:
ETF
Total Assets:
$271M
Fund Category:
Balanced
Morningstar Category:
Allocation--30% to 50% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 15% to 50% Equity
Fund Family:
Principal Funds
Underlying Index:
No Underlying Index
Inception Date:
7/8/2015
International Multi-Asset Diversified Income Index Fund YDIV
Fund Type:
ETF
Total Assets:
$11M
Fund Category:
Balanced
Morningstar Category:
World Allocation
ETF Type:
Balanced
ETF Category:
World Balanced Allocation
Fund Family:
First Trust
Underlying Index:
NASDAQ International Multi-Asset Diversified Income Index
Inception Date:
8/23/2013
WBI Tactical Income Shares WBII
Fund Type:
ETF
Total Assets:
$316M
Fund Category:
Balanced
Morningstar Category:
Allocation--15% to 30% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 15% to 50% Equity
Fund Family:
WBI Investments
Underlying Index:
No Underlying Index
Inception Date:
8/25/2014
WBI Tactical High Income Shares WBIH
Fund Type:
ETF
Total Assets:
$192M
Fund Category:
Balanced
Morningstar Category:
Allocation--15% to 30% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 15% to 50% Equity
Fund Family:
WBI Investments
Underlying Index:
No Underlying Index
Inception Date:
8/25/2014
Tuttle Tactical Management Multi-Strategy Income ETF TUTI
Fund Type:
ETF
Total Assets:
$20M
Fund Category:
Balanced
Morningstar Category:
Allocation--15% to 30% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 15% to 50% Equity
Fund Family:
Tuttle
Underlying Index:
No Underlying Index
Inception Date:
6/10/2015
Tuttle Tactical Management U.S. Core ETF TUTT
Fund Type:
ETF
Total Assets:
$59M
Fund Category:
Balanced
Morningstar Category:
Allocation--50% to 70% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 50% to 70% Equity
Fund Family:
Tuttle
Underlying Index:
No Underlying Index
Inception Date:
2/25/2015
Premise Capital Frontier Advantage Diversified Tactical ETF TCTL
Fund Type:
ETF
Total Assets:
$3M
Fund Category:
Balanced
Morningstar Category:
World Allocation
ETF Type:
Balanced
ETF Category:
World Balanced Allocation
Fund Family:
Premise Capital
Underlying Index:
Premise Capital Frontier Advantage Diversified Tactical Index
Inception Date:
10/27/2016
Global X | JPMorgan US Sector Rotator Index ETF SCTO
Fund Type:
ETF
Total Assets:
$8M
Fund Category:
Balanced
Morningstar Category:
Allocation--70% to 85% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 70% to 95% Equity
Fund Family:
Global X Funds
Underlying Index:
JPMorgan US Sector Rotator Series X Index
Inception Date:
10/22/2014
SPDR® SSgA Multi-Asset Real Return ETF RLY
Fund Type:
ETF
Total Assets:
$81M
Fund Category:
Balanced
Morningstar Category:
Allocation--50% to 70% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 50% to 70% Equity
Fund Family:
SPDR State Street Global Advisors
Underlying Index:
No Underlying Index
Inception Date:
4/25/2012
IQ Leaders GTAA Tracker ETF QGTA
Fund Type:
ETF
Total Assets:
$33M
Fund Category:
Balanced
Morningstar Category:
World Allocation
ETF Type:
Balanced
ETF Category:
World Balanced Allocation
Fund Family:
IndexIQ
Underlying Index:
IQ Leaders GTAA Index
Inception Date:
9/29/2015
iSectors® Post-MPT Growth ETF PMPT
Fund Type:
ETF
Total Assets:
$9M
Fund Category:
Balanced
Morningstar Category:
Allocation--50% to 70% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 50% to 70% Equity
Fund Family:
iSectors
Underlying Index:
No Underlying Index
Inception Date:
8/16/2016
Global X Permanent ETF PERM
Fund Type:
ETF
Total Assets:
$8M
Fund Category:
Balanced
Morningstar Category:
World Allocation
ETF Type:
Balanced
ETF Category:
World Balanced Allocation
Fund Family:
Global X Funds
Underlying Index:
Solactive Permanent Index
Inception Date:
2/7/2012
PowerShares CEF Income Composite Portfolio PCEF
Fund Type:
ETF
Total Assets:
$633M
Fund Category:
Balanced
Morningstar Category:
Allocation--30% to 50% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 15% to 50% Equity
Fund Family:
PowerShares
Underlying Index:
S-Network Composite Closed-End Fund Index
Inception Date:
2/19/2010
Credit Suisse X-Links Multi-Asset High Income ETN MLTI
Fund Type:
ETN
Total Assets:
$7M
Fund Category:
Balanced
Morningstar Category:
Allocation--50% to 70% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 50% to 70% Equity
Fund Family:
Credit Suisse AG
Underlying Index:
NYSE Multi-Asset High Income Index
Inception Date:
9/29/2015
First Trust Multi-Asset Diversified Income Index Fund MDIV
Fund Type:
ETF
Total Assets:
$851M
Fund Category:
Balanced
Morningstar Category:
Allocation--50% to 70% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 50% to 70% Equity
Fund Family:
First Trust
Underlying Index:
NASDAQ Multi-Asset Diversified Income Index
Inception Date:
8/13/2012
IQ Hedge Macro Tracker ETF MCRO
Fund Type:
ETF
Total Assets:
$10M
Fund Category:
Balanced
Morningstar Category:
World Allocation
ETF Type:
Balanced
ETF Category:
World Balanced Allocation
Fund Family:
IndexIQ
Underlying Index:
IQ Hedge Macro Index
Inception Date:
6/9/2009
AdvisorShares Meidell Tactical Advantage ETF MATH
Fund Type:
ETF
Total Assets:
$14M
Fund Category:
Balanced
Morningstar Category:
Tactical Allocation
ETF Type:
Balanced
ETF Category:
Tactical Allocation
Fund Family:
AdvisorShares
Underlying Index:
No Underlying Index
Inception Date:
6/22/2011
iShares Morningstar Multi-Asset Income ETF IYLD
Fund Type:
ETF
Total Assets:
$270M
Fund Category:
Balanced
Morningstar Category:
Allocation--30% to 50% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 15% to 50% Equity
Fund Family:
iShares
Underlying Index:
Morningstar Multi-Asset High Income Index
Inception Date:
4/3/2012
SPDR® SSgA Income Allocation ETF INKM
Fund Type:
ETF
Total Assets:
$99M
Fund Category:
Balanced
Morningstar Category:
Allocation--50% to 70% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 50% to 70% Equity
Fund Family:
SPDR State Street Global Advisors
Underlying Index:
No Underlying Index
Inception Date:
4/25/2012
iShares Convertible Bond ETF ICVT
Fund Type:
ETF
Total Assets:
$15M
Fund Category:
Balanced
Morningstar Category:
Convertibles
ETF Type:
Balanced
ETF Category:
Convertible Stock
Fund Family:
iShares
Underlying Index:
Bloomberg Barclays U.S. Convertible Cash Pay Bond > $250MM Index
Inception Date:
6/2/2015
Master Income ETF HIPS
Fund Type:
ETF
Total Assets:
$7M
Fund Category:
Balanced
Morningstar Category:
Allocation--85%+ Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 70% to 95% Equity
Fund Family:
Master Shares
Underlying Index:
TFMS HIPS 300 Index
Inception Date:
1/7/2015
Arrow Dow Jones Global Yield ETF GYLD
Fund Type:
ETF
Total Assets:
$98M
Fund Category:
Balanced
Morningstar Category:
World Allocation
ETF Type:
Balanced
ETF Category:
World Balanced Allocation
Fund Family:
ArrowShares
Underlying Index:
Dow Jones Global Composite Yield Index
Inception Date:
5/8/2012
AdvisorShares Morgan Creek Global Tactical ETF GTAA
Fund Type:
ETF
Total Assets:
$7M
Fund Category:
Balanced
Morningstar Category:
Tactical Allocation
ETF Type:
Balanced
ETF Category:
Tactical Allocation
Fund Family:
AdvisorShares
Underlying Index:
No Underlying Index
Inception Date:
10/25/2010
AdvisorShares Global Echo ETF GIVE
Fund Type:
ETF
Total Assets:
$5M
Fund Category:
Balanced
Morningstar Category:
Allocation--50% to 70% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 50% to 70% Equity
Fund Family:
AdvisorShares
Underlying Index:
No Underlying Index
Inception Date:
5/23/2012
Cambria Global Momentum ETF GMOM
Fund Type:
ETF
Total Assets:
$30M
Fund Category:
Balanced
Morningstar Category:
World Allocation
ETF Type:
Balanced
ETF Category:
World Balanced Allocation
Fund Family:
CAMBRIA ETF TRUST
Underlying Index:
No Underlying Index
Inception Date:
11/3/2014
Claymore CEF GS Connect ETN GCE
Fund Type:
ETN
Total Assets:
$8M
Fund Category:
Balanced
Morningstar Category:
Allocation--50% to 70% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 50% to 70% Equity
Fund Family:
Goldman Sachs
Underlying Index:
Claymore CEF Index
Inception Date:
12/10/2007
SPDR® SSgA Global Allocation ETF GAL
Fund Type:
ETF
Total Assets:
$191M
Fund Category:
Balanced
Morningstar Category:
World Allocation
ETF Type:
Balanced
ETF Category:
World Balanced Allocation
Fund Family:
SPDR State Street Global Advisors
Underlying Index:
No Underlying Index
Inception Date:
4/25/2012
First Trust Strategic Income ETF FDIV
Fund Type:
ETF
Total Assets:
$42M
Fund Category:
Balanced
Morningstar Category:
Allocation--30% to 50% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 15% to 50% Equity
Fund Family:
First Trust
Underlying Index:
No Underlying Index
Inception Date:
8/13/2014
First Trust CEF Income Opportunity ETF FCEF
Fund Type:
ETF
Total Assets:
$2M
Fund Category:
Balanced
Morningstar Category:
Allocation--50% to 70% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 50% to 70% Equity
Fund Family:
First Trust
Underlying Index:
No Underlying Index
Inception Date:
9/27/2016
First Trust SSI Strategic Convertible Securities ETF FCVT
Fund Type:
ETF
Total Assets:
$14M
Fund Category:
Balanced
Morningstar Category:
Convertibles
ETF Type:
Balanced
ETF Category:
Convertible Stock
Fund Family:
First Trust
Underlying Index:
No Underlying Index
Inception Date:
11/3/2015
Eaton Vance Global Income Builder NextShares™ EVGBC
Fund Type:
ETF
Total Assets:
$16M
Fund Category:
Balanced
Morningstar Category:
World Allocation
ETF Type:
Balanced
ETF Category:
World Balanced Allocation
Fund Family:
Eaton Vance
Underlying Index:
--
Inception Date:
3/30/2016
Global X | JPMorgan Efficiente Index ETF EFFE
Fund Type:
ETF
Total Assets:
$7M
Fund Category:
Balanced
Morningstar Category:
World Allocation
ETF Type:
Balanced
ETF Category:
World Balanced Allocation
Fund Family:
Global X Funds
Underlying Index:
JPMorgan ETF Efficiente 10 TR Series X
Inception Date:
10/22/2014
PowerShares DWA Tactical Multi-Asset Income Portfolio DWIN
Fund Type:
ETF
Total Assets:
$113M
Fund Category:
Balanced
Morningstar Category:
Allocation--30% to 50% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 15% to 50% Equity
Fund Family:
PowerShares
Underlying Index:
Dorsey Wright Multi-Asset Income Index
Inception Date:
3/10/2016
Arrow DWA Tactical ETF DWAT
Fund Type:
ETF
Total Assets:
$9M
Fund Category:
Balanced
Morningstar Category:
Tactical Allocation
ETF Type:
Balanced
ETF Category:
Tactical Allocation
Fund Family:
ArrowShares
Underlying Index:
No Underlying Index
Inception Date:
10/1/2014
Guggenheim Multi-Asset Income ETF CVY
Fund Type:
ETF
Total Assets:
$411M
Fund Category:
Balanced
Morningstar Category:
Allocation--85%+ Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 70% to 95% Equity
Fund Family:
Guggenheim Investments
Underlying Index:
Zacks Multi-Asset Income Index
Inception Date:
9/21/2006
SPDR® Bloomberg Barclays Convertible Securities ETF CWB
Fund Type:
ETF
Total Assets:
$3B
Fund Category:
Balanced
Morningstar Category:
Convertibles
ETF Type:
Balanced
ETF Category:
Convertible Stock
Fund Family:
SPDR State Street Global Advisors
Underlying Index:
Bloomberg Barclays Convertible Bond >$500MM Index
Inception Date:
4/14/2009
IQ Real Return ETF CPI
Fund Type:
ETF
Total Assets:
$24M
Fund Category:
Balanced
Morningstar Category:
Tactical Allocation
ETF Type:
Balanced
ETF Category:
Tactical Allocation
Fund Family:
IndexIQ
Underlying Index:
IQ Real Return Index
Inception Date:
10/27/2009
iShares Core Conservative Allocation ETF AOK
Fund Type:
ETF
Total Assets:
$322M
Fund Category:
Balanced
Morningstar Category:
Allocation--30% to 50% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 15% to 50% Equity
Fund Family:
iShares
Underlying Index:
S&P Target Risk Conservative Index
Inception Date:
11/4/2008
iShares Core Moderate Allocation ETF AOM
Fund Type:
ETF
Total Assets:
$593M
Fund Category:
Balanced
Morningstar Category:
Allocation--30% to 50% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 15% to 50% Equity
Fund Family:
iShares
Underlying Index:
S&P Target Risk Moderate Index
Inception Date:
11/4/2008
iShares Core Growth Allocation ETF AOR
Fund Type:
ETF
Total Assets:
$875M
Fund Category:
Balanced
Morningstar Category:
Allocation--50% to 70% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 50% to 70% Equity
Fund Family:
iShares
Underlying Index:
S&P Target Risk Growth Index
Inception Date:
11/4/2008
iShares Core Aggressive Allocation ETF AOA
Fund Type:
ETF
Total Assets:
$498M
Fund Category:
Balanced
Morningstar Category:
Allocation--70% to 85% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 70% to 95% Equity
Fund Family:
iShares
Underlying Index:
S&P Target Risk Aggressive Index
Inception Date:
11/4/2008
Global X SuperDividend® Alternatives ETF ALTY
Fund Type:
ETF
Total Assets:
$5M
Fund Category:
Balanced
Morningstar Category:
Allocation--70% to 85% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 70% to 95% Equity
Fund Family:
Global X Funds
Underlying Index:
Indxx SuperDividend Alternatives Index
Inception Date:
7/13/2015