Investment Objective: The Fund seeks to outperform the MSCI All Country World ex-USA Index® (the “Index”) over a full market cycle while maintaining below-benchmark risk.
Main Management seeks to achieve long term capital appreciation by investing in non U.S. country and sector indexes. The portfolio utilizes a dynamic asset allocation approach which combines the benefits of both strategic and tactical allocation strategies. The strategy employs a top down assessment to identify undervalued economic regions, countries and sectors Rigorous fundamental analysis and a proprietary weighing methodology are key components of a disciplined allocation process Concurrently, tactical allocations will be used to anticipate and respond to opportunistic shifts in the market The portfolio is implemented using Exchange Traded Funds (ETFs)
* The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost. For performance information current to the most recent month-end, please call toll-free 866-383-9778.
* Standardized performance for the fund as of the most recent quarter can be viewed on the fund's fact sheet.
Portfolio holdings are subject to change and should not be considered investment advice.