MOOD vs. LCR ETF Comparison

Comparison of Relative Sentiment Tactical Allocation ETF (MOOD) to Leuthold Core ETF (LCR)

MOOD

Relative Sentiment Tactical Allocation ETF

MOOD Description

The fund?s investment strategy is to seek to grow capital by tactically investing in other ETFs that invest in equity, bond, and gold based on ?relative sentiment? factors. The fund?s portfolio will be tactically allocated among passively-managed U.S. and foreign, developed market, equity ETFs, bond ETFs, and, in some instances, gold exchange-traded products (ETPs). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$28.11

Average Daily Volume

1,316

Number of Holdings ^*

4

* may have additional holdings in another (foreign) market

LCR

Leuthold Core ETF

LCR Description

The investment seeks capital appreciation and income (or total return). The fund is an actively-managed fund of funds and seeks to achieve its objective by investing primarily in other registered investment companies, including other actively-managed exchange-traded funds (ETFs) and index-based ETFs (collectively, underlying funds), that provide exposure to a broad range of asset classes. The underlying funds may invest in equity securities of U.S. or foreign companies; debt obligations of U.S. or foreign companies or governments; or other investments, such as volatility indexes and managed futures.

Grade (RS Rating)

Last Trade

$32.98

Average Daily Volume

13,576

Number of Holdings ^*

13

* may have additional holdings in another (foreign) market

Performance

Period	MOOD	LCR
30 Days	-0.23%	-1.64%
60 Days	2.13%	-0.53%
90 Days	4.63%	1.20%
12 Months	11.96%	14.01%

1 Overlapping Holdings

	Symbol	Grade	Weight in MOOD	Weight in LCR	Overlap
	SHY	B	4.96%	9.72%	4.96%

MOOD Overweight 3 Positions Relative to LCR

	Symbol	Grade	Weight
	SGOL	B	12.54%
	SCHP	A	4.95%
	GDX	B	2.67%

MOOD Underweight 12 Positions Relative to LCR

	Symbol	Grade	Weight
	XLC	C	-9.24%
	SPDN	D	-4.19%
	BWX	C	-2.69%
	FENY	B	-2.18%
	IAK	C	-2.09%
	IEF	C	-1.8%
	IEZ	F	-1.45%
	IBND	B	-1.36%
	XSW	C	-1.04%
	MBB	C	-1.03%
	SJNK	A	-1.01%
	PICK	A	-0.67%

MOOD: Top Represented Industries & Keywords

Industries:

Keywords: ETF Exchange Traded Fund Bond U.S. Treasury Yield American Depositary Receipt Bloomberg Barclays Us Aggregate Bond Index Bond Market Bond Market Indices Bullion Credit Risk Fixed Income Fixed Income Analysis Gold As An Investment Gold Investments Gold Mining Gold Mining Industry Government Bonds Inflation Merrill Lynch

LCR: Top Represented Industries & Keywords

Industries:

Keywords: ETF Exchange Traded Fund Bond Bloomberg Barclays Us Aggregate Bond Index Bond Market Exchange Traded Funds Index Fund Barclays Government Bonds MSCI EAFE U.S. Government U.S. Treasury Bear Market ETF Bond Market Indices Computer Software Direxion Dow Jones U.S. Select Dividend Total Return Index Energy Sector Fannie Mae Federal Home Loan Mortgage Corporation