Strategy Factsheets

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Global

March 31, 2025

Income Maximizer Global

Seeks to provide a predictable stream of dividend and interest income with the goal of lowering overall volatility and conserving capital.

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March 31, 2025

Core Maximizer Global

Seeks to provide a predictable stream of current dividend and interest income and long-term capital appreciation.

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March 31, 2025

Growth Maximizer Global

Seeks to deliver long-term capital appreciation. Provides global exposure to asset classes while attempting to balance risk adjusted returns.

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US Focused

March 31, 2025

Income Maximizer USF

Seeks to provide a predictable stream of dividend and interest income with the goal of lowering overall volatility and conserving capital.

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March 31, 2025

Core Maximizer USF

Seeks to provide a predictable stream of current dividend and interest income and long-term capital appreciation.

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March 31, 2025

Growth Maximizer USF

Seeks to deliver long-term capital appreciation. Provides exposure to US industries and asset classes while attempting to balance risk adjusted returns.

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Institutional

June 30, 2024

Institutional/ Corporate

Seeks to provide a predictable stream of dividend and interest income while preserving the long-term real purchasing power of the Funds’ assets through capital appreciation and balanced risk-adjusted returns.

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Smart Active/Passive

June 30, 2024

Smart/ Active Passive

Seeks to provide a predictable stream of current dividend and interest income and long-term capital appreciation.

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Fixed Income

June 30, 2024

Active Fixed Income

Fixed Income only strategy with exposure to all sections of the bond market that seeks to generate a consistent stream of income payments and capital preservation.

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Cash Management

June 30, 2024

Short-Term Yield

To preserve principal and achieve a higher current yield than short-term cash instruments. This strategy invests entirely- ly in individual fixed-income securities such as investment grade short-term corporate, municipal, and government bonds, which are all typically held to maturity, and institutional money markets.

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June 30, 2024

Short-Term Yield+

Seeks to generate current income and conserve principal. This strategy invests primarily in individual fixed income se- curities such as investment grade short-term corporate, municipal, and government bonds, which are all typically held to maturity, and secondarily in individual stocks that have current dividend yields greater than the S&P 500.

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