|The investment objective of . . . More
||The Fund is designed to capitalize on . . . More
||The Fund has embedded risks . . . More
The Fund seeks exposure to large-cap U.S. companies with a high probability of increasing their dividends.
- The Advisor seeks to achieve lower volatility by reducing the impact of broad market declines by automatically adjusting its market exposure based on a quantitative market strength gauge;
- When the Guard Indicator signals a weak market, 50% of the Fund’s portfolio value is shifted to a short stock position in the large-cap U.S. companies most likely to cut their dividends;
- The gross expense ratio for GARD is 1.05%, with a net expense ratio of 0.95% (Fund expenses with a Contractual Fee Waiver through February 28, 2017).
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