RUK Funds · Strategic Factor Investing
RUK Funds applies a systematic, rules-based factor investing approach that seeks risk-aware performance over full market cycles.
"We believe systematic, data-driven investing, free from emotional bias and built on enduring factors, is the foundation of exceptional long-term returns."
RUK Funds was built to go beyond the limitations of traditional passive indexing. Our strategies are transparent, rules-based, and engineered with the goal of delivering consistent, risk-aware outperformance.
Our approach is grounded in rigorously tested factor research, combining quantitative discipline with a deep understanding of how markets behave across economic cycles.
Investment decisions are driven by a systematic model, with an emphasis on consistency, limited discretion, and reducing emotional bias and style drift.
Our strategies are grounded in rigorously tested, academically validated factors, combined in proprietary ways that reflect how markets actually behave.
Outperformance means nothing if it comes with undue volatility. Our models are built to pursue return potential while actively managing portfolio-level risk.
Whether you're a financial advisor, institutional investor, or individual investor, we welcome your inquiry.
View Fund Details →Investors should consider the investment objectives, risks, and charges and expenses of the fund carefully before investing. A prospectus, which contains this and other information about the fund, may be obtained by clicking here. The prospectus or summary prospectus should be read carefully before investing.
Investing involves risk. Principal loss is possible. The Index relies on a number of sources of information, either directly or indirectly, to assess the criteria of issuers in the eligible universe of constituents. This information may be based on assumptions and estimates. Neither the Fund, the Index Provider, or the Advisor can offer assurances that the Index’s calculation methodology or sources of information will provide an accurate assessment of included components or a correct valuation of securities, nor can they guarantee the availability or timeliness of the production of the Index. The Fund’s investments may be concentrated in an industry or group of industries or focused in a particular sector to the extent the Index is so invested. To the extent the Fund invests more heavily in particular industries, groups of industries, or sectors of the economy, its performance will be especially sensitive to developments that significantly affect those. The Fund’s returns may not match or achieve a high degree of correlation with the returns of the Index. The Fund is recently organized with no operating history. As a result, prospective investors have no track record or history on which to base their investment decision. There can be no assurance that the Fund will grow to or maintain an economically viable size.
ETFs are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF's shares may trade at a premium or discount to its net asset value, an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact an ETF's ability to sell its shares. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the ETF. Brokerage commissions will reduce returns.
The Ruk Strategic Growth ETF is distributed by Quasar Distributors, LLC.
The S&P 500 Equal Weight Index is a variation of the traditional S&P 500 Index that assigns the same weight—or fixed percentage—to each of its 500 constituents. The S&P 500 Index is a stock market index tracking the performance of approximately 500 of the largest publicly traded companies in the U.S.