Dynamic Income Allocation

Objective

The strategy seeks to deliver a current yield in excess of the 10-year US Treasury rate with approximately half the realized volatility of the stock market.

What is the Dynamic Income Allocation Strategy?
• Asset allocation strategy, with dual mandate, of generating the highest current income possible while minimizing portfolio volatility. This is achieved by investing in asset classes that offer a current dividend yield greater than that of either the S&P 500 or 10-year US Treasury.

• Tactically shifts asset allocation to adapt to changing market environments and overweight undervalued asset classes to boost returns on principal.

Category

Balanced

Ticker

DIAP

Inception

11/30/2018