WBI Shares Launches 10 Active ETFs
27 August 2014 - 11:31PM
Business Wire
WBI Investments, a leading provider of institutional and private
client wealth management solutions led by Don Schreiber, Jr.,
announces the launch of 10 tactical exchange-traded funds on NYSE
Arca.
The goal of WBI Shares’ ETFs is to provide investors with
wealth-building investments that target an optimal blend of bear
market capital preservation and bull market returns. WBI’s
investment process is active to reduce risk to protect capital and
tactical to find the best global investment opportunities.
WBI’s launch of exchange-traded funds, seeking to provide low
volatility and low correlation leading to absolute risk-managed
returns, provides investors with core portfolio-building solutions
for today’s increased risk market environment.
Today’s launch includes the following exchange-traded funds:
- WBI SMID Tactical Growth Shares
(WBIA)
- WBI SMID Tactical Value Shares
(WBIB)
- WBI SMID Tactical Yield Shares
(WBIC)
- WBI SMID Tactical Select Shares
(WBID)
- WBI Large Cap Tactical Growth Shares
(WBIE)
- WBI Large Cap Tactical Value Shares
(WBIF)
- WBI Large Cap Tactical Yield Shares
(WBIG)
- WBI Large Cap Tactical Select Shares
(WBIL)
- WBI Tactical Income Shares (WBII)
- WBI Tactical High Income Shares
(WBIH)
WBI, based in Red Bank, NJ, was founded in 1984 and manages
approximately $3 billion in assets. For more information, visit
www.wbishares.com.
DISCLOSURE
An investment in the Fund is subject to investment risk,
including the possible loss of principal amount invested. The Fund
may invest in foreign and emerging market securities which carry
additional risks than investing in the United States such as
currency fluctuation, economic or financial instability, lack of
timely or reliable financial information or unfavorable political
or legal developments. The Fund is subject to model risk, the
investment process includes the use of proprietary models and
analysis which rely on third party data and if inaccurate could
adversely affect the Fund performance. The Fund may invest in
Exchange Traded Funds (ETFs), mutual funds and Exchange Traded
Notes (ETNs) which will subject the Fund to additional expenses of
each ETF, mutual fund or ETN and risk of owning the underlying
securities held by each. Options on securities may be subject to
greater fluctuations in value than an investment in the underlying
securities. Master Limited Partnership risk entails risks such as
fluctuations in energy prices, decrease in supply of or demand for
energy commodities. In addition, the Fund is subject to market
risk, management risk, dividend risk, growth risk, value risk, debt
security risk, high-yield security risk, small and medium company
risk, portfolio turnover risk, securities business risk,
mortgage-backed securities risk, new fund risk and trading price
risk.
Shares are bought and sold at market price (not NAV) and are not
individually redeemed from the Fund. Total returns are calculated
using the daily 4:00 p.m. EST net asset value (NAV). Market price
returns reflect the last trade on a given date where Fund shares
are listed. Market price returns do not represent the returns you
would receive if you traded shares at other times. SEC Yield
reflects the dividends and interest earned during the most recent
30-day period covered by the fund's filings with the SEC, after the
deduction of the fund's expenses. Unsubsidized yield does not
reflect waivers in effect. Investors should consider the investment
objectives, risks, charges and expenses carefully before investing.
For a prospectus with this and other information about the Fund
please visit our website at www.wbishares.com.
The Fund is new with no operating history and there can be no
assurance that the Fund will grow or maintain an economically
viable size, in which case the Fund may be liquidated.
This material must be preceded or accompanied by prospectus.
Investors should consider the investment objectives, risks, charges
and expenses carefully before investing. For a current prospectus
with this and other information about the Fund please visit our
website at www.wbishares.com or call 1-800-772-5810.
Read the prospectus carefully before investing.
Foreside Fund Services, LLC., Distributor
WBI InvestmentsMatt Woehnker, 800-772-5810