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- Funds
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Funds
See the solutions we offer to help independent advisors and their clients navigate the journey toward their goals.
Tactical Fixed Income Fund
Maximize potential income with risk control
Ultra-Short Bond Fund
Navigate changing rate environments with ultra-short duration bonds
Tactical U.S. Allocation Fund
Navigate U.S. equity markets with a tactical approach
Tactical Investment Grade Bond Fund
Navigate fixed income with a tactical approach
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- Resources
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Resources
Access fund information and regulatory documents to help you and your clients stay fully informed.
Capital Gains
Find the latest capital gains details to stay prepared for year-end tax reporting
Prospectus
View the latest fund prospectuses for detailed information on investment objectives, strategies, and risks
Statement of Additional Information
Access the Statement of Additional Information for comprehensive details on fund operations, policies, and management
Tailored Shareholder Report
Access concise shareholder reports that highlight fund performance, expenses, and key updates
Annual Financial Statements
Review annual financial statements for a comprehensive view of each fund’s financial position
Semi-Annual Report
Access semiannual reports for mid-year updates on fund performance, expenses, and portfolio holdings
Q1 2025 Holdings
View a complete list of fund holdings as of the first quarter of 2025
Q3 2025 Holdings
View a complete list of fund holdings as of the third quarter of 2024
Proxy Voting Record
Proxy voting records provide transparency into how fund managers voted on key shareholder proposals
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