OMFS

OMFS scores the component stocks of the Russell 2000 Index by five factors: value, size, momentum, quality, and low volatility. To take advantage of changing market conditions, the fund shifts exposure to factors that tend to fare better in current market environment. The funds index uses macroeconomic indicators to identify the current state of the market cycle: expansion, slowdown, contraction, or recovery. A combined factor score is calculated for each security and scaled by market cap to determine individual weights. The Fund and Index are reconstituted and rebalanced based on economic indicator signal changes, as frequently as monthly.