The Fund seeks to achieve its objective by investing, under normal market conditions, in the securities of other investment companies (including open-end funds, exchange-traded funds (“ETFs”)) and closed-end funds (collectively referred to as “Underlying Funds”). The Fund utilizes a risk-managed strategy (thus, the term “RMS” in the Fund’s name) by selecting Underlying Funds whose investment advisers (i.e., tactical managers) incorporate a tactical approach to money management in an effort of maximizing gains while minimizing losses. Tactical management involves the ability to transition assets across all the major asset categories (money markets, bonds, stocks) with little to no trading restrictions. Investment advisers of tactical management strategies have the freedom to move assets completely out of one asset class, i.e., transition from money market to bonds, in an effort of protecting against losses, or capitalizing on investment trends.
Prospectus - Investor
Prospectus - Institutional
Investors should consider the investment objectives, potential risks, management fees and charges and expenses carefully before investing. This and other information is contained in each Fund’s prospectus, which may be obtained by calling 1-800-673-0550. Please read and carefully consider the prospectus before investing. Distributed by First Dominion Capital Corp., Richmond, VA. Member FINRA.
Past performance does not guarantee future results. The investment return and principal value of an investment in a Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Performance data current to the most recent month end may be obtained by calling 1-800-673-0550.
The information provided is subject to change daily. It is provided for informational purposes only does not constitute an offer to sell, or the solicitation of an offer to buy any securities and must not be relied upon in connection with any investment decision.