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Investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Some of the principal risks of investing in the Fund include:
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Investing in the equity securities of emerging market companies
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Seeking to construct an all-weather, benchmark-agnostic portfolio designed to provide exposure to emerging markets while limiting volatility and emphasizing downside mitigation
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Employing a disciplined, bottom-up approach that combines fundamental research with proprietary quantitative tools to select stocks that are attractive based on quality, stability and price
Portfolio Management Team
Investment Risks to Consider
These and other risks are described in the Fund’s prospectus
- Allocation risk
- Derivatives risk
- Emerging-markets risk
- Equity securities risk
- Focused portfolio risk
- OTC derivatives counterparty risk
- Real estate investment trust (REIT) risk
- Smaller capitalization companies risk