Lunt Capital uses S&P Dow Jones Indices as the calculation agent for its line-up of strategic and tactical strategies. While one cannot invest directly in an index, Lunt Capital manages ETF-based portfolios which attempt to replicate the characteristics of their respective index.*
Read the press releases from S&P Dow Jones Indices highlighting the Lunt Capital indices S&P calculate. S&P Dow Jones Indices does not endorse Lunt Capital or its strategies. Please see complete disclosures below for additional details regarding the relationship between S&P Dow Jones Indices and Lunt Capital Management, Inc.
As the calculation agent, S&P Dow Jones Indices posts daily values for the Lunt Capital indices on the S&P Dow Jones website. To explore the up-to-date index values, performance, and historical values, click on the screenshot.
* Performance of the portfolios will differ from that of the index due to a number of factors.
Disclosures - S&P Dow Jones Indices
The Lunt Capital Indices (Lunt Capital Dynamic Conservative Index, Lunt Capital Dynamic Moderate Index, Lunt Capital Dynamic Aggressive Index, Lunt Capital 7Twelve Conservative Index, Lunt Capital 7Twelve Moderate Index, Lunt Capital 7Twelve Moderately Aggressive Index, Lunt Capital High Beta Low Volatility Rotation Index, and Lunt Capital U.S. Large Cap Rotation Index) (the “Lunt Capital Indices”) are the exclusive property of Lunt Capital Management, Inc., which has contracted with S&P Opco, LLC (a subsidiary of S&P Dow Jones Indices LLC) (“S&P”) to calculate and maintain the Lunt Capital Indices. S&P® is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”). Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been licensed to S&P Dow Jones Indices. “Calculated by S&P Dow Jones Indices Custom” and its related stylized mark(s) have been licensed for use by Lunt Capital Management, Inc. Neither S&P Dow Jones Indices, SPFS, Dow Jones nor any of their affiliates shall be liable for any errors or omissions in calculating the Lunt Capital Indices. Lunt Capital’s Indices are not sponsored, endorsed, sold or promoted by S&P Dow Jones Indices, SPFS, Dow Jones or any of their affiliates (collectively, “S&P Dow Jones Indices Entities”). S&P Dow Jones Indices Entities do not make any representation or warranty, express or implied, to the owners of the Lunt Capital Indices or any member of the public regarding the advisability of investing in securities generally or in the Lunt Capital Indices particularly or the ability of the Indices to track general market performance. S&P Dow Jones Indices Entities only relationship to Lunt Capital Management, Inc. with respect to the Indices is the licensing of certain trademarks, service marks and trade names of S&P Dow Jones Indices Entities and for the providing of calculation and maintenance services related to the Indices. S&P Dow Jones Indices Entities are not responsible for and have not participated in the determination of the prices and amount of the Lunt Capital Indices or the timing of the issuance or sale of the Lunt Capital Indices or in the determination or calculation of the equation by which the Lunt Capital Indices are to be converted into cash. S&P Dow Jones Indices Entities have no obligation or liability in connection with the administration, marketing or trading of the Lunt Capital Indices. S&P Dow Jones Indices LLC is not an investment advisor. Inclusion of a security with in the Index is not a recommendation by S&P Dow Jones Indices Entities to buy, sell, or hold such security, nor is it considered to be investment advice. S&P DOW JONES INDICES ENTITIES DOES NOT GUARANTEE THE ADEQUACY, ACCURACY, TIMELINESS AND/OR THE COMPLETENESS OF THE INDEX OR ANY DATA RELATED THERE TO OR ANY COMMUNICATION, INCLUDING BUT NOT LIMITED TO, ORAL OR WRITTEN COMMUNICATION (INCLUDING ELECTRONIC COMMUNICATIONS) WITH RESPECT THERE TO. S&P DOW JONES INDICES ENTITIES SHALL NOT BE SUBJECT TO ANY DAMAGES OR LIABILITY FOR ANY ERRORS, OMISSIONS, OR DELAYS THERE IN. S&P DOW JONES INDICES ENTITIES MAKES NO EXPRESS OR IMPLIED WARRANTIES, AND EXPRESSLY DISCLAIMS ALL WARRANTIES, OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE OR AS TO RESULTS TO BE OBTAINED BY LUNT CAPITAL MANAGEMENT, INC., OWNERS OF THE LUNT CAPITAL INDICES, OR ANY OTHER PERSON OR ENTITY FROM THE USE OF THE INDEX OR WITH RESPECT TO ANY DATA RELATED THERE TO. WITHOUT LIMITING ANY OF THE FOREGOING, IN NO EVENT WHATSOEVER SHALL S&P DOW JONES INDICES ENTITIES BE LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES INCLUDING BUT NOT LIMITED TO, LOSS OF PROFITS, TRADING LOSSES, LOST TIME OR GOODWILL, EVEN IF THEY HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, WHETHER IN CONTRACT, TORT, STRICT LIABILITY, OR OTHERWISE.