Fulcrum Diversified Absolute Return Fund Super Institutional Class FARYX Strategy

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Strategy

The investment seeks to achieve long-term absolute returns. The fund aims to hold a diversified portfolio and achieve long-term absolute returns in all market conditions over rolling five-year periods, with lower volatility than equity markets and in excess of inflation. The fund implements its strategy by investing globally either directly, or through derivatives, in a broad range of instruments, including, but not limited to, equity, fixed income, currency, commodity, credit derivative and cash instruments.

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
FARYX
Fulcrum Diversified Absolute Return Fund Super Institutional ClassInstitutionalOpen $182.25M1.200%Below Average$25M$36.44M
FARIX
Fulcrum Diversified Absolute Return Fund Institutional ClassInstitutionalOpen $155.59M1.280%Average$1M$35.35M

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