The Fund is an actively managed exchange-traded fund (ETF) that seeks broad-equity market exposure, as well as exposure to certain individual equity securities while also employing an options overlay strategy (via risk-defined options) to seek to limit potential losses and to generate additional income. The Funds Core Capital Appreciation Strategy involves two elements. First, the Fund seeks to obtain broad-based equity market exposure by investing in passively managed U.S. large-cap equity ETFs that track broad equity indices. The Funds sub-adviser, Unity Wealth Partners LLC (the Sub-Adviser), selects indices that provide broad exposure to U.S. large cap stocks and selects specific ETFs tracking those indices based on favorable liquidity and fees. Second, the Fund will invest directly in stocks of individual U.S. large-cap growth, large-cap value, and mid-cap growth companies that meet certain growth dynamics discussed below. Typically, approximately 30 percent to 70 percent of the Funds equity exposure will be in passively managed ETFs and 30 percent to 70 percent will be in individual stocks.