The investment seeks long-term growth of capital; a secondary objective is to limit risk during unfavorable market conditions. The fund invests primarily in equity index futures contracts on equity indices compromised of U.S. small and mid-cap issuers, small and mid-cap stocks, and ETFs that primarily invest in small and mid-cap issuers as well as investment grade fixed income securities, cash equivalents and futures contracts on investment grade fixed-income securities and U.S. treasury securities. It may also invest in stocks of U.S. small and mid-cap issuers and exchange traded funds ("ETFs") that invest in such issuers.