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Exchange Traded Fund (ETF) Trend-Following

First we identify investment classes − domestic equities, international equities, real estate, commodities, fixed income, cash and bear markets. For each investment class, corresponding ETFs are selected based on their costs and trading efficiencies.

Next, we collect historical price data for each ETF that is being considered for use. The price data is then converted to Simple Moving Averages (SMA) (average price over a specified period of time), ranging from 5 days to 200 days in length. Depending on the ETF being considered and the overall condition of the market for that ETF (rising or falling), a specific pair of moving averages is used to identify buy and sell points.

During periods of sustained rising price trends, we employ moving averages that consider longer timeframes, resulting in less trading activity and more market participation. During periods of sustained falling price trends, we employ moving averages that consider shorter timeframes, which increases sensitivity, resulting in higher trading activity and faster reaction times.

Our buy and sell discipline is designed to respond objectively to changes in the price trend of an ETF. The strategy seeks to invest exclusively in ETFs whose price trend is rising, while eliminating exposure to ETFs whose price trend is falling.

 
 

 
Before you invest in The Appleton Group PLUS Fund, please refer to the prospectus for important information about the investment company, including investment objectives, risks, charges and expenses. You may also obtain a hard copy of the prospectus by calling 1-866-993-7767. The prospectus should be read carefully before you invest or send money.

Shares of The Appleton Group PLUS Fund are offered only to United States residents, and information on this site is intended for such persons.

Mutual fund investing involves risk. Principal loss is possible. Because the fund is a "fund of funds", the cost of investing in the fund will generally be higher than the cost of investing directly in the shares of the fund in which they invest. The fund will bear its share of fees and expenses of the underlying funds in addition to indirectly bearing the principal risks of those funds. The fund regularly makes short sales of securities, which involves the risk that losses may exceed the original amount invested. However, a mutual fund investor's risk is limited to the amount of investment in the mutual fund. ETF investments involve additional risks such as the market price trading at a discount to its net asset value, an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a fund's ability to sell its shares.

The Appleton Group PLUS Fund is distributed by Quasar Distributors, LLC.
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Appleton Group PLUS Fund (AGPLX)
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