Gateway Investment Advisers
|Managed the Fund Since||Joined the Firm||Began Investment Career|
Seeks positive returns across market conditions using multi-model trend-following strategy with active risk management.
Low-volatility diversified stock fund using an actively managed portfolio of written index call options and purchased index put options to reduce risk.
LSST is an actively managed ETF which seeks current income consistent with preservation of capital to pursue higher yield potential in short duration yield securities.
Core large blend US equity value fund actively managed by veterans Bill Nygren and Kevin Grant since 2000.
- Equity Securities Risk:
- Equity securities are volatile and can decline significantly in response to broad market and economic conditions.
- Options Risk:
- Options may be used for hedging purposes, but also entail risks related to liquidity, market conditions and credit that may increase volatility. The value of the fund’s positions in options may fluctuate in response to changes in the value of the underlying asset. Selling call options may limit returns in a rising market.
- REITs Risk:
- Real estate investing may be subject to risks including but not limited to declines in the value of real estate, risks related to general economic conditions, changes in the value of the underlying property owned by the trust and defaults by borrowers.
Before investing, consider the fund's investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information. Read it carefully.
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