Performance data quoted represent past performance. Past performance is no guarantee of future results and investment returns and principal value of the Fund will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance quoted. Call 1-855-298-4236 or click here for current month end performance.
S&P 500 - The S&P 500 Index is the Standard & Poor's composite index of 500 stocks, a widely recognized, unmanaged index of common stock prices. You cannot invest directly into an index
EBITDA - Earnings before interest, taxes, depreciation and amortization. EBITDA is a profitability measure that removes the effects of financing and accounting decisions to make comparison of companies across different industries more meaningful
Nifty-Fifty - The 50 stocks that were most favored by institutional investors in the 1960s and 1970s. Characterized by consistent earnings growth and high Price/Earnings valuation