ALLIX

This fund primarily allocates capital to a concentrated portfolio of substantial, well-established, and robust U.S. companies. Its advisor meticulously selects these domestic equity securities for their strong potential for expansion across diverse market sectors. Under normal market conditions, the fund commits a minimum of 80% of its net assets to common stocks of large-capitalization entities. At times, it may utilize exchange-traded funds as an alternative to making direct investments in individual securities.