Morningstar

Dynamic Alpha Macro Fund Institutional Class Shares DYMIX

Rating as of Sep 30, 2026 See Advisors Preferred Investment Hub

Strategy

The investment seeks capital appreciation. The fund seeks to achieve its investment objective by allocating its assets approximately equally (50%/50%) among two principal strategies: “Equity Securities” Strategy, “Futures Trading” Strategy. The Equity Securities Strategy is designed to achieve capital appreciation primarily by selecting exchange-traded funds (“ETFs”) that hold domestic common stocks that are representative of (i) growth stocks, (ii) above-average dividend paying stocks, and (iii) broad market stocks.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DYMIX	Dynamic Alpha Macro Fund Institutional Class Shares	Institutional	Open		—	Jul 31, 2023	$245.32M	1.810%	High	$5,000	$45.20M

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