EAVOL NASDAQ-100 VOLATILITY OVERLAY FUND

Fund Overview

An opportunity for individual investors, the Fund’s objective is long-term capital appreciation.

Key Fund
Characteristics

The Fund complements NASDAQ-100 Index securities with a distinct volatility hedge overlay that utilizes the same methodology as Equity Armor Investments VOL 365 Strategy.

Why the EAVOL Nasdaq-100 Volatility Overlay Fund?

Investment Strategy

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The Fund invests at least 80% of its net assets in securities that constitute the NASDAQ-100 Index (“NDX”). The Fund may also invest up to 20% of its assets in futures contracts on the Cboe Volatility Index (the “VIX Index”), options on index Futures, and in cash and cash equivalents, including U.S. Treasury obligations, as a hedge against the Fund’s exposure to the NDX.

The Fund invests in VIX Futures utilizing the same methodology as the Equity Armor Investments VOL 365 trading strategy (“EAVOL Trading Strategy”), a strategy based on a proprietary VIX futures trading strategy that seeks to correlate to VIX futures returns. The EAVOL trading strategy is constructed pursuant to a rules-based volatility analysis that identifies investments that present the least potential for time decay (i.e., the decline in the value of a contract over the passage of time), while maintaining the highest correlation to VIX Index price movement each day.

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The volatility overlay aims to minimize possible losses that are common in stock indexes so that investors might be able to ride-out market swings in pursuit of their long-term investment objectives. The volatility overlay has an associated cost. All investments come with the potential for loss. There is no guarantee that any strategy will be profitable

Get Started: Turn Strategy Into Action

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