Tactical Growth Allocation Fund Class I (TFAFX)

Overview

The company specializes in managing an investment fund focused on generating income through a diversified portfolio. By investing primarily in income-producing securities, including both debt and equity, the fund aims to provide its investors with a stable and reliable source of income. A significant portion of the fund's assets is allocated to Exchange-Traded Funds (ETFs) that in turn invest in a mix of domestic and international U.S. Dollar-denominated securities. This strategy includes leveraging fixed-income ETFs to optimize returns. The fund's commitment to investing at least 80% of its net assets in such securities underscores its dedication to income generation for its investors.

Products and Services

• Income-Producing Securities Investment

  The core of the fund's strategy revolves around investing in a blend of debt and equity securities that are known for generating income. This approach is designed to ensure a steady flow of returns to investors, making it an appealing option for those seeking to earn from their investments systematically.

• ETF Investments

  A substantial part of the fund's portfolio is allocated to ETFs, specifically chosen for their focus on income-generation through both domestic and foreign securities. This includes a strategic investment in leveraged fixed-income ETFs, which aim to amplify the returns on U.S. Dollar-denominated securities. The utilization of ETFs enhances diversification, spreads risk, and capitalizes on the potential for income across a broad spectrum of assets.