Description

This fund strives to achieve its financial goals primarily by allocating capital to various exchange-traded funds (ETFs). These underlying ETFs, in turn, invest in a broad spectrum of assets: Stocks: Equities from both domestic and international markets, including developing nations, without regard to the company's size or market capitalization. Bonds: Fixed-income securities spanning all maturities, durations, and credit ratings, encompassing even high-yield or "junk" bonds. Other Funds: Holdings in other collective investment vehicles such as mutual funds, closed-end funds, and additional ETFs. Cash & Derivatives: Positions in cash or cash equivalents, and the strategic use of put and call options. Notably, the investment adviser has the discretion to heavily concentrate a substantial portion of the fund's assets within a single market segment or asset class.