Free Market U.S. Equity Fund Institutional Class (FMUEX)

Overview

The fund is designed to provide investors with broad exposure to the U.S. equity market by investing a significant portion of its assets in shares of registered, open-end investment companies and exchange-traded funds (ETFs). These underlying investments are specifically chosen for their focus on equity securities, including common and preferred stocks or securities convertible into stocks, of U.S. companies. The fund's strategy emphasizes diversification not just across different companies, but also across various segments of the equity market, thereby aiming to mitigate risk and capitalize on different growth opportunities within the U.S. equity landscape.

Products and Services

• Investment in Registered, Open-End Investment Companies and ETFs

  This product involves investing at least 80% of the fund's assets in a mix of registered, open-end investment companies and exchange-traded funds. These entities are chosen based on their commitment to invest a substantial portion of their portfolio in equity securities of U.S. companies. This strategy is designed to benefit from the diversified approaches of these funds, spanning across various sectors and market capitalizations within the U.S. equity market.

• Diversification Across Equity Market Segments

  By primarily investing in investment companies and ETFs that focus on different segments of the equity markets, the fund aims to offer a diversified investment portfolio. This approach reduces the investment risk associated with market volatility and sector-specific downturns. The fund seeks to harness the growth potential across various sectors and market segments, offering investors a balanced exposure to the U.S. equity market.