Principal Investment Strategies:
To pursue its investment objective, the fund will make investments in other mutual funds that are not affiliated with the fund ("Underlying Funds"). Under normal market conditions, the Fund will invest in Underlying Funds which invest primarily in one or more of the 5 Essential Themes.
Principal Investment Strategies: To pursue its investment objective, the Fund will make investments in other ETFs and Index Funds ("Underlying Funds"). Under normal market conditions, the fund will invest in Underlying Funds which invest primarily in one or more of the 5 Essential Themes.
Total Annual Operating Expenses
FIVEX – 2.23%
(Includes Underlying Fund Expenses)
Total Annual Operating Expenses
INDEX – 1.90%
(Includes Underlying Fund Expenses)
5 Essential Theme Target Asset Allocation*
20% Bonds, 20% Capital Markets, 20% Energy, 20% Raw Materials, 20% Real Estate
5 Essential Theme Target Asset Allocation*
20% Bonds, 20% Capital Markets, 20% Energy, 20% Raw Materials, 20% Real Estate
Global Target* 50% Domestic / 50% International
Global Target* 50% Domestic / 50% International
39 Screen Selection Process
39 Screen Selection Process
Footnotes
*The Fund will attempt to gain up to 50% international exposure within each Theme, when such opportunities exist, at the discretion of the Investment Adviser.
You should consider the Fund's investment objectives, risks, charges and expenses carefully before investing. For a prospectus, which contains this and other information about the Giant 5 Funds,
call 1-888-5GIANT5 or click here to download a copy.
Please read it carefully before investing.
