The investment seeks current income and preservation of capital. The fund normally invests at least 80% of its net assets plus the amount of any borrowings for investment purposes, in securities of exchange-traded funds. It typically expects to allocate its investments in Underlying ETFs such that 80% of such allocation is invested in Underlying ETFs that invest primarily in fixed-income securities and money market instruments and approximately 20% of such allocation is invested in Underlying ETFs that invest primarily in equity securities, and may include other investments such as commodities and commodity futures. The fund is non-diversified.
Fund filings (PDF) »
Scott Wentsel (Started: Apr 30, 2007)
Brian Huckstep (Started: Jul 2, 2012)
Carrie Scherkenbach (Started: Apr 30, 2007)
Jared Watts (Started: Apr 30, 2007)
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