Power Momentum
Index Fund

Power Momentum Index Fund

The maximum sales charge on the fund is 5.00%. The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that investor’s shares, when redeemed, may be worth more or less than their original cost. The Fund’s total annual operating expenses is 2.27% for Class A shares, 3.02% for Class C shares, and 2.02% for Class I shares. Please review the fund’s prospectus for more information regarding the fund’s fees and expenses. For performance information current to the most recent month-end, please call toll-free 877-779-7462.

Investors cannot directly invest in an index and unmanaged index returns do not reflect any fees, expenses or sales charges.

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Power Momentum Index Fund Overview

Overview

The Power Momentum Index Fund tracks the W.E. Donoghue Power Momentum Index. The Power Momentum Index is a rules-based index calculated by Standard & Poor’s Custom Indexes. The index is predicated upon the S-Network Sharpe Ratio Large Cap Index (SHRPX). The index employs multiple intermediate term tactical overlays to determine whether to be in a bullish or defensive posture by sector.
 
The tactical overlays will shift the assets to short term Treasuries predicated upon technical analysis should market conditions warrant. When in a bullish posture, the index methodology selects 50 stocks derived from ten of the GICS sectors that make up the Standard & Poor’s 500 Index which offer the highest risk-adjusted returns as of the last trading day of calendar quarter.
Where to Purchase

Where to Purchase

The Power Income Fund will be available to purchase through the following:

  • Charles Schwab
  • Fidelity Investments
  • National Financial Services
  • Pershing
  • TD Ameritrade

For the latest availability call:
1 (800) 642-4276.