Hedged Funds
Our goal is to dampen volatility. We anticipate less downside and, at times, this may mean less upside.

Participates in the Stock Market with Managed Risk

The Tactical Upgrader Funds use Upgrading for fund and ETF selection, but are not always fully invested. These funds attempt to provide a less volatile alternative to our fully invested strategies and may be used either to diversify a portfolio of our other funds – or as a stand-alone vehicle for investors who don’t feel comfortable being fully invested but also want to invest for long-term growth.

Aims to deliver growth with less severe ups and downs than stocks.

Offers investors growth potential through underlying stock funds, balanced by holdings in bond funds in one mutual fund purchase.
  • Small- and medium-capitalization companies tend to have limited liquidity and greater price volatility than large-capitalization companies.
  • Investments in foreign securities involve greater volatility and political, economic and currency risks and differences in accounting methods.
  • Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities.
  • Non-Diversification Risk –The Underlying Funds may invest in a limited number of issuers and therefore may be considered non-diversified.
  • Short Sales Risk –The Underlying Funds may engage in short sales, which could result in such a fund’s investment performance suffering if it is required to close out a short position earlier than it had intended.
  • ETF Trading Risk – Because the funds invest in ETFs, they are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF’s shares may trade at a discount to its net asset value ("NAV"), an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a Fund’s ability to sell its shares.
  • The Underlying Funds of the Tactical Total Return Fund may invest in mortgage- and asset-backed securities, which represent “pools” of mortgages or other assets, including consumer loans or receivables held in trust.  In a period of rising interest rates, these securities may exhibit additional volatility.