Alexis Practical Tactical ETF (LEXI) Surpasses $125 Million in Assets
MWN-AI** Summary
Alexis Investment Partners, LLC recently announced a significant milestone for its Alexis Practical Tactical ETF (NASDAQ: LEXI), surpassing $125 million in assets as of July 22, 2025. This achievement was bolstered by the fund receiving a prestigious 5-star rating from Morningstar in the Tactical Allocation category less than a year prior, highlighting its strong performance and effective management.
Managed by the father-daughter duo Jason Browne and Alexis Browne Roberts, LEXI aims to redefine tactical investing. While many view tactical strategies as primarily defensive, the team at Alexis Investment Partners emphasizes a proactive approach. Their objective is to capitalize on market conditions by participating more actively in rising markets rather than falling ones. This includes diversifying across different asset classes such as gold and real estate investment trusts (REITs), ensuring flexibility to adapt to market trends.
The ETF’s structure allows for dynamic investment strategies, enabling the managers to adjust their holdings frequently—buying and selling individual stocks and ETFs, hedging with options, and maintaining cash reserves as necessary. This adaptability appeals to financial advisors seeking to enhance their client portfolios with effective tactical strategies.
Benchmarking against a diversified index composed of 35% Morningstar Global Index, 35% S&P 500 Index, and 30% Bloomberg Aggregate Bond Index, LEXI's allocations can vary significantly to seize value across different market cycles.
Alexis Investment Partners reinforces its commitment to tactical investing by not only managing LEXI but also personally investing in it, showcasing their confidence in the fund's strategy. Their goal remains to partner with other financial advisors, enhancing diversification and performance potential for client portfolios. For further details, visit [www.LEXIetf.com](http://www.LEXIetf.com).
MWN-AI** Analysis
The recent achievement of the Alexis Practical Tactical ETF (NASDAQ: LEXI) surpassing $125 million in assets commendably illustrates its growing popularity among investors. Drawing attention from financial advisors and retail investors alike, LEXI is fortified by a 5-star Morningstar rating in the Tactical Allocation Category, solidifying its standing as a standout option in a competitive market.
LEXI's tactical investment strategy sets it apart from traditional investment vehicles. The fund is designed to capitalize on market trends by dynamically adapting its asset allocation. Investments include a diversified mix of equities, fixed-income sources, and alternative assets, such as gold and REITs, allowing for a responsive approach to fluctuating market conditions. This flexibility can be particularly advantageous in today's unpredictable economic climate, where inflationary pressures and changing interest rates pose significant risks.
For potential investors, LEXI appears not only to offer diversification but also a tactical edge that may enhance returns compared to passive management strategies. Its benchmark, which combines global equity indices with U.S. bond performance measures, suggests that while risk-adjusted returns should be the focus, the potential for capital growth through tactical navigation of market cycles is a compelling proposition.
Investors should enter with a clear understanding of their risk appetite and investment horizons. The fund's underlying philosophy, led by the adept Father-Daughter management team of Jason and Alexis Browne, actively positions LEXI to optimize returns through rigorous market analysis and strategic adaptability.
As LEXI's assets continue to grow, and with its strong performance track record, it stands as a worthwhile consideration for those seeking to add a tactical investment strategy to their portfolio. Continuing to monitor its performance and market conditions will be essential for evaluating LEXI's role in achieving long-term investment goals.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
Fund earned a 5-star rating from Morningstar in Tactical Allocation Category
Alexis Investment Partners, LLC, a Montgomery-based registered investment advisor, announces the Alexis Practical Tactical ETF (NASDAQ: LEXI) has surpassed $125 Million in Assets as of July 22, 2025. This milestone comes less than a year after the fund earned a 5-Star rating from Morningstar in the Tactical Allocation Category.
“Many people think about tactical investing as a defensive opportunity – we’re different. Our goal is to add value relative to our benchmark by participating more in rising versus falling markets, adapting to changing leadership trends, and incorporating alternative asset classes like gold and REITs,” said Alexis Browne Roberts, who manages the fund alongside her father, Jason Browne. “We designed LEXI to be nimble and flexible, allowing us to invest in a broad range of asset classes, buy and sell individual stocks alongside other ETFs, raise cash as desired and hedge using options.”
“The ETF structure also allows us to serve the broader investor market, and we are encouraged to see increased adoption from other financial advisors looking to add an effective tactical strategy to complement strategically allocated and rebalanced portfolios,” Jason Browne added. “Alexis and I invest exclusively in LEXI for our personal investments and as the tactical portion of private client portfolios.”
About the Alexis Practical Tactical ETF
The Alexis Practical Tactical ETF (LEXI) is benchmarked against a globally diversified mix of 35% Morningstar Global Index*, 35% S&P 500 Index and 30% Bloomberg Aggregate Bond Index**. Based on the tactical nature of the fund, investors can expect LEXI’s allocation to vary materially from the benchmark, seeking to add value through market cycles. The fund is managed by Father/Daughter team, Jason Browne and Alexis Browne Roberts. For more information, please visit www.LEXIetf.com
About Alexis Investment Partners, LLC
Alexis Investment Partners, LLC (AIP) is an RIA serving individual investors, businesses and other advisors through investment management and comprehensive financial planning. The firm’s vision is to partner with other financial advisors seeking to leverage AIP’s tactical approach to investing and provide support in implementing a tactical sleeve to complement other strategies – boosting diversification, risk management and performance potential. For more information, please visit www.alexisinvests.com
* | Morningstar Global Markets Index measures the performance of stocks located in developed and emerging markets worldwide. | |
** | Bloomberg US Aggregate Bond Index broadly tracks the U.S. investment-grade bond market. |
Past performance is not an indicator of future returns.
The Morningstar Rating™ (“star rating”) is calculated for funds with at least a three-year history. Exchange-traded and open-end mutual funds are combined into a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each fund category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating™ is a weighted average of the performance figures associated with a fund’s 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics.
Investing Involves risk Including possible loss of principal.
Before Investing carefully consider the fund’s investment objective, risks, charges, and expenses contained in the prospectus available at www.lexietf.com . Please read the prospectus carefully.
Distributor: Foreside Fund Services, LLC.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250728416445/en/
Media Contact:
Rex Carlin
rex@redmtnmedia.com
206-240-5108
FAQ**
What unique strategies does the Alexis Practical Tactical ETF LEXI employ to differentiate itself from traditional tactical investing approaches in its pursuit of value addition?
How does the management experience of Jason Browne and Alexis Browne Roberts influence the performance and strategic decisions of the Alexis Practical Tactical ETF LEXI?
Given its tactical nature, how frequently does the Alexis Practical Tactical ETF LEXI shift its asset allocations compared to its benchmark indices?
What factors contributed to the rapid growth of assets in the Alexis Practical Tactical ETF LEXI, surpassing $125 million in less than a year?
**MWN-AI FAQ is based on asking OpenAI questions about Alexis Practical Tactical ETF (NYSE: LEXI).
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