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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 a portfolio of US equity securities that offer compelling long-term return potential, while seeking to limit volatility and emphasize 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
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Focusing on absolute risk and return, not a Benchmark
Portfolio Management Team
Investment Risks to Consider
These and other risks are described in the Fund’s prospectus
- Allocation risk
- Derivatives risk
- Equity securities risk
- Focused portfolio risk
- OTC derivatives counterparty risk
- Portfolio turnover risk
- Smaller capitalization companies risk