KFA Mount Lucas Managed Futures Index Strategy ETFKMLM
KMLM
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
73% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 15
13% more capital invested
Capital invested by funds: $86.3M [Q2] → $97.3M (+$11M) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]
4.6% less ownership
Funds ownership: 30.82% [Q2] → 26.22% (-4.6%) [Q3]
5% less funds holding
Funds holding: 55 [Q2] → 52 (-3) [Q3]
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Research analyst outlook
We haven’t received any recent analyst ratings for KMLM.
Financial journalist opinion
Negative
Seeking Alpha
1 day ago
KMLM: Last Year Was Unprofitable; Here's What We Learned
KMLM employs a trend-following, volatility-weighted futures strategy aiming for positive returns in all market conditions, but its performance has varied, notably struggling in 2024. The ETF leverages futures to provide over 100% exposure across commodities, currencies, and fixed income, managed by an algorithm rather than human expertise. Diversifying managed futures strategies across multiple funds, like CTA and DBMF, is crucial to mitigate strategy concentration risk and enhance portfolio performance.
Positive
ETF Trends
1 week ago
Managed Futures Becoming a More Mainstream Alternative
ETFs expanded their market share in recent years by bringing mutual and hedge fund strategies to a wider variety of investors. Taking strategies previously locked behind high entry fees and significant management fees, ETFs work to broaden the investing playing field.
Neutral
ETF Trends
1 month ago
Managed Futures Likely Beneficiaries in 2025
Economic outlooks for 2025 under a second Trump administration generally fall into two distinct camps. While one set of investors position for runaway inflation, the other side looks to invest for a deflationary crisis.
Positive
Seeking Alpha
1 month ago
4 ETFs To Build The Ultimate 7.4% Yielding Retirement Portfolio In 2025
The US stock market has had its best 2-year period since 1998-1999, and many investors worry about an impending crash. The 60-40 failed in 2022's inflation spike bear market, suffering its worst return since 1937. 4 ETFs combine to create a far superior 7.4% yielding alternative to the 60-40 retirement portfolio, historically falling 71% less than the market during downturns.
Positive
Seeking Alpha
3 months ago
The 6 ETFs I'll Be Buying In 2025 (And You Might Want To Buy Them Too)
ETFs mitigate risks associated with individual stocks, which can suffer permanent catastrophic returns or bankruptcy, even AAA-rated companies like Microsoft and Johnson & Johnson. My ZEUS Family Portfolio for 2025 will buy six ETFs, aiming for a 6.5% long-term annual withdrawal rate, including charity and living expenses. Dividend-focused ETFs like SCHD and DGRW don't meet my portfolio's return potential, but growth and hedging ETFs, like the Mount Lucas managed futures ETF, offer significant benefits.
Positive
Seeking Alpha
3 months ago
KMLM: 5 Reasons Now Is The Time To Buy This 8% Yielding ETF
KMLM is an 8% variable-yielding ETF (it pays out annual profits as dividends, which have averaged 8% since 1988). KMLM tracks the best-performing managed futures index of the last 40 years. The MLM index has averaged 32% gains in the six bear markets since 1990, compared to the S&P's 32% average decline.
Neutral
Seeking Alpha
6 months ago
Undercovered Dozen ETF Edition: China, Bitcoin, Cybersecurity, Motley Fool +
This ETF Edition highlights 12 less covered exchange-traded fund ideas on Seeking Alpha from June 1st - July 15th. ETFs in our first edition include Saba Closed-End Funds, iShares 20+ Year Treasury Bond BuyWrite Strategy, Global X Russell 2000 Covered Call, Invesco S&P 500 GARP, and more. Managed futures are in focus with one ETF idea where the author writes they "offer potential for maximizing income, boosting returns, and reducing volatility in a portfolio".
Positive
Seeking Alpha
8 months ago
KMLM: 5 Reasons You Might Want To Buy This 8.2% Yielding ETF
KFA Mount Lucas Index Strategy ETF is an 8.2% yielding ETF that pays out 100% of profits yearly as cash dividends (historical yield since 1988). Diversification with non-correlated assets, like managed futures, can generate "free alpha" and improve portfolio returns while significantly reducing portfolio volatility. KMLM has doubled its industry returns since 1988, thanks to its focus on 100% rules-based trend following, the most effective investing strategy of the last 800 years.
Positive
Seeking Alpha
9 months ago
2 Great ETFs For A 'Hot Landing' Economy
A hot inflation report has sent bond yields soaring as the bond market prices out yet another Fed rate cut. The market is now priced for the first cut in September and just three in the next year. The US economy is still accelerating, with GDP growth estimates being raised for Q1 and Q2.
Positive
Seeking Alpha
10 months ago
Building A 4% Yielding Sleep Well At Night Retirement Portfolio With 16 Blue-Chip Stocks And ETFs
Building the right portfolio for your needs is essential to achieving your goals. With a great portfolio strategy, you can become confident in achieving your dreams. This article highlights the ZEUS portfolio strategy, which focuses on a time-tested, recession-optimized asset allocation that delivers the best total returns per unit of negative volatility. 33% ETFs, 33% hedges, and 33% individual stocks enhance a diversified and balanced mix of growth, yield, and value and are wrapped within the highest quality company wrappers.
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