SSUS

SSUS is a fund-of-funds that seeks to outperform the S&P 500 index by overweighting and underweighting its exposure to the sectors relative to the index. The fund combines sector-specific, price-based, economic, fundamental and behavioral indicators to form a composite for each sector and determine sector allocations. SSUS may reduce overall exposure using a proprietary risk management model that measures the potential risk level of factors the stock market faces based on evidence of technical, monetary, economic, valuation, and sentiment indicators. The equity-invested position of the portfolio can be reduced to 50% when the model is triggered to have low risk-to-reward ratio from a historical perspective. During these times, the fund may hold cash and cash-like securities up to 50%, but will immediately return to being fully invested when the model indicates a more bullish opportunity. SSUS is actively managed and is rebalanced monthly.