SFGATX Strategic Foundations of Growth Portfolio

Objective

The trust seeks to provide capital appreciation.

Strategy Description

The trust seeks to provide capital appreciation by investing in a diversified portfolio of common stocks of companies involved in aspects of agriculture, energy, health care, precious metals, potable water, the development and maintenance of infrastructure systems, or other related areas that could benefit from the expanding economies of the 21st century. Eugene E. Peroni, Jr. of Peroni Portfolio Advisors, Inc. (the “Portfolio Consultant”) selects the trust’s portfolio through the application of his proprietary method of technical analysis, the Peroni Method®, with consideration of investment opportunities.

Summary Data

Label Value
Symbol SFGATX
Status
Sponsor
Series Series 2019-4Q
Asset Class
Investment Strategy/Goal
Investment Type/Style