The fund seeks primarily total return and secondarily capital appreciation by investing in companies in the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team seeks to track the W.E. Donoghue Power Dividend Index (the Power Dividend Index) that provides a formulaic methodology for allocating investment between the S-Network Quality Sector Dividend Dogs Index and short-term treasuries (maturity of 1 year or less).
The team invests in dividend producing securities.
Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.
The fund will invest in as many as 50 common stocks from the universe of stocks represented in the S-Network Large/Mid Cap 1000 Index.
While the fund is a diversified fund, it may invest in fewer securities than other diversified funds.
The fund seeks primarily capital appreciation and secondarily income by investing in companies in the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team invests in equally-weighted stocks at the beginning of each quarter from each of the ten sectors that comprise the S-Network Large/Mid Cap 1000 Index.
Additionally, the team seeks to track the SNSHRPX Index of 50 stocks.
The SNSHRPX Index selects the five stocks in each of the ten sectors that make up the S-Network Large/Mid Cap 1000 Index that have the highest 90-day Sharpe ratio.
Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.
The manager buys equity securities with positive attributes.
