Mohr Industry Nav ETF (INAV US) – Portfolio Construction Methodology

The investment philosophy governing the actively managed Mohr Industry Nav ETF pursues capital appreciation via a tactical rotation across S&P 500 industry groups using 20 liquid, industry-specific ETFs as building blocks. A top-down, quantitative process evaluates each industry’s price behavior relative to the broader market; when signals are positive, the fund allocates to that industry ETF, sized by conviction and liquidity rather than equal weight. When an industry’s data are negative relative to the market, exposure is redirected to an S&P 500 ETF (or, when smaller-cap leadership is indicated, an equal-weight S&P 500 ETF); if signals turn negative broadly, the fund may hold money market funds. No more than 25% of assets are invested in ETFs from the same industry group at any time. The approach anticipates high turnover as signals evolve; ETF selection emphasizes trading liquidity and fees, with sells/trim decisions driven by signal deterioration, risk controls, and rebalancing discipline.

To explore INAV in more depth, visit our ETF analytics platform for institutional-grade insights — including performance and risk metrics, correlations, sensitivities, and factor exposure: https://www.etfstrategy.com/etf/INAV_US