Strategies to capture and enhance market potential while managing investment risk

Large Cap Value

Seeks to manage downside risk with a Covered Call* Strategy. 

Strategies Explained

Covered Call Strategy

An options strategy whereby an investor holds a long position in an asset and writes (sells) call options on that same asset in an attempt to generate increased income from the asset.  This may be employed when an investor has a short-term neutral view on the asset and for this reason hold the asset long and simultaneously have a short position via the option to generate income from the option premium.  Written call and put options may limit the Fund’s participation in equity gains and may magnify the losses.


Mutual Funds involve risk including the possible loss of principal.  There is no assurance that the Funds will achieve their investment objectives.
Factors such as domestic economic growth and market conditions, interest rate levels, and political events may affect the securities markets and the value of the Funds.  The Funds may invest in high yield securities, also known as “junk bonds.” High yield securities provide greater opportunity for income and gain, but entail greater risk of loss of principal.  ETF’s are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities.

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