This fund aims for long-term growth in its investment value. Typically, it allocates its capital to U.S.-listed stocks of any market capitalization, as well as exchange-traded funds (ETFs) that primarily hold U.S. equities. Additionally, the adviser's systematic models may also permit investments in ETFs concentrating on treasury bonds, volatility-focused ETFs, exchange-traded notes (ETNs), and both leveraged and inverse ETFs.
