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Keep It Simple Guide To Investing

Investing need not be complicated.

The Keep It Simple Guide To Investing outlines how to invest in a simple and straightforward way. The Guide will illustrate options to:

  • Address short, medium and long term financial needs
  • Allocate money between cash, bonds and stocks
  • Seek solid returns that outperform most professional money managers

We know you don't have a lot of time, so this Guide:

  • Keeps It Simple - Only 2 pages long.
  • Makes It Quick - 10 minutes or less to read.
  • Covers The Essentials - The basics of what you need to invest wisely.
  Download Your Free Guide Now


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Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus. Please read the prospectus carefully before you invest.

An investment in the Fund is subject to risk, including the possible loss of principal amount invested. Other Fund risks include asset allocation risk, foreign securities and currency risk, emerging markets risk, small-cap, mid-cap and large-cap risk, trading risk, and turnover risk that can increase Fund expenses and may decrease Fund performance. The Fund is, also, subject to the risks, which can result in higher volatility, associated with the underlying ETFs that comprise this “fund of funds”. Newly organized, actively managed Funds have no trading history and there can be no assurance that active trading markets will be developed or maintained. Brokerage costs will reduce returns. When the Fund invests in Underlying ETFs, in addition to directly bearing the expenses associated with its own operations, it will bear a pro rata portion of the Underlying ETFs’ expenses (including operating costs and management fees). Consequently, an investment in the Fund entails more direct and indirect expenses than a direct investment in the Underlying ETF.

Distributed by Foreside Fund Services, LLC.