The investment seeks income and growth of capital. The fund seeks to achieve its investment objective by investing primarily in: exchange-traded funds ("ETFs") that invest in equity securities that are represented in the S&P 500 Index or the 9 individual sectors of the S&P 500 Index, which are commonly known as a "SPDR"; exchange-traded long-term put options on the S&P 500 Index for hedging purposes; and buying and selling exchange-traded put and call options on various equity indices to generate additional returns.
Fund filings (PDF) »
Randy Swan (Started: Jul 30, 2012)
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