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Risk Managed Strategy Funds

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Monthly Performance Report 9/30/2017

October 16, 2017

Kevin Miller’s Commentary on The E-Valuator Risk Managed Strategy Funds Monthly Performance Report 9/30/2017

Monthly Commentary

Month Ending September 30, 2017

Fixed Income Assets:

Fixed Income performance overall was very strong at the beginning of this quarter with almost every category we track posting positive performance in July, with the only exception being long-term government bonds. Fixed Income ended the quarter mixed with approximately half the fixed income categories posting a loss for the month of September. Convertible bonds posted the highest gain for the quarter, followed closely by Emerging Market Debt.

Some of the leading Bond categories for this Month were:

  • Convertible Bonds
  • High Yield Bonds
  • Non-traditional Bonds

 

Equity Assets:

Foreign Equity out performed Domestic Equity this quarter. A contributing factor to this was the decline in value of the US dollar relative to other foreign currencies. Emerging Market equities clearly outperformed for the first two months of the quarter, but lagged in September. Approximately halfway through September, we experienced a significant performance rotation from Foreign-based equities into Domestic Small Caps with Domestic Small Cap Value stocks posting the highest returns for the month of September.

Some of the leading Equity categories this Month were:

  • Domestic, Small Cap Value Stocks
  • Domestic, Small Cap Blend Stocks
  • Domestic, Small Cap Growth Stocks

Based on category data provided by Morningstar, Inc.

      

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RISK: There are risks involved with investing, including loss of principal. Current and future portfolio holdings are subject to risks as well. Diversification may not protect against market risk. There is no assurance the goals of the strategies discussed will be met. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from difference in generally accepted accounting in principles or from economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. Bonds and bond funds will decrease in value as interest rates rise. These and other risks are described more fully in the fund’s prospectus. CREDIT RISK: The issuer of a fixed income security may not be able to make interest and principal payments when due. The lower the credit rating of a security, the greater the risk of default on its obligation.

Investors should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. This and other information is contained in the Fund’s prospectus and summary prospectus, which may be obtained online or by calling 1-888-507-2798.

Please read the prospectus carefully before investing.