Power Momentum
Index Fund

Power Momentum Index Fund
Fund Fact Sheet
Power Momentum Index Fund Overview


The Power Momentum Index Fund tracks the W.E. Donoghue Power Momentum Index. The Power Momentum Index is a rules-based index calculated by Standard & Poor’s Custom Indexes. The index is predicated upon the S-Network Sharpe Ratio Large Cap Index (SHRPX). The index employs multiple intermediate term tactical overlays to determine whether to be in a bullish or defensive posture by sector.
The tactical overlays will shift the assets to short term Treasuries predicated upon technical analysis should market conditions warrant. When in a bullish posture, the index methodology selects 50 stocks derived from ten of the GICS sectors that make up the Standard & Poor’s 500 Index which offer the highest risk-adjusted returns as of the last trading day of calendar quarter.