TOPS Aggressive Growth ETF Portfolio Investor Class (0P000162BC)

Overview

The fund is an investment entity that specializes in a fund-of-funds strategy, focusing primarily on allocating its assets into exchange-traded funds (ETFs). By adhering to this investment approach, the fund aims to diversify its portfolio across various asset classes, including common and preferred stocks, Real Estate-Related securities (REITs), and securities associated with natural resources. The fund commits to investing at least 80% of its assets under normal market conditions into these ETFs, thereby intending to mitigate risk while seeking to capitalize on potential market opportunities across these sectors.

Products and Services

• Exchange-Traded Funds (ETFs):

  The fund's primary investment vehicle, ETFs, are marketable securities that track an index, a commodity, bonds, or a basket of assets like an index fund, but trade like a stock on an exchange. The ETFs in the fund's portfolio are selected based on their ability to represent the asset classes the fund targets, offering investors exposure to a diversified array of securities within a single investment.

• Common and Preferred Stocks:

  Within the ETFs that the fund invests in, a significant portion is allocated towards equities, including both common and preferred stocks. This allows investors to gain exposure to the equity markets, with the added diversification benefit coming from investing across different sectors and geographic locations. Common stocks offer ownership in a company with voting rights, while preferred stocks come with a higher claim on assets and earnings than common shares, usually without voting rights.

• Real Estate-Related Securities (REITs):

  The fund also focuses on investing in ETFs that include Real Estate Investment Trusts (REITs). REITs are companies that own, operate, or finance income-generating real estate across a range of property sectors. This investment offers potential income through dividends and the possibility of capital appreciation, with the added advantage of sector-specific diversification within the real estate market.

• Natural Resource-Related Securities:

  Another key area of focus for the fund is natural resource-related securities, emphasizing ETFs that invest in companies involved in the extraction, production, and management of natural resources. This includes a wide range of commodities such as metals, energy, and agriculture products. Investing in natural resources can offer a hedge against inflation and diversification benefits distinct from traditional equity and fixed income investments.