RDMAX – Return Stacked Bal Allc & Sys Macro A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund is an actively-managed mutual fund that seeks to achieve its investment objective by investing in two complementary strategies: a Balanced Allocation Strategy and a Systematic Macro Strategy. Under normal circumstances, the fund will target a 100% exposure to the Balanced Allocation Strategy and 100% exposure to the Systematic Macro Strategy.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
RDMIX	Return Stacked Balanced Allocation & Systematic Macro Fund Class I	Institutional	Open	—	—	Sep 30, 2016	$34.24M	2.020%	Average	$1,000	−$7.12M
RDMAX	Return Stacked Balanced Allocation & Systematic Macro Fund Class A	Front Load	Open	—	—	Sep 30, 2016	$675,292.00	2.270%	Average	$1,000	−$353,140.95
RDMCX	Return Stacked Balanced Allocation & Systematic Macro Fund Class C	Level Load	Open	—	—	Sep 30, 2016	$1.66M	3.020%	Average	$1,000	−$985,183.16

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