Wavelength Fund
WAVLX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
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Forward Dividend Yield
Price
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NAV
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Company Information
Provider
Wavelength Funds
Manager/Tenure
(Years)
(Years)
Andrew G. Dassori (11)
Website
Address
c/o Ultimus Fund Distributors, LLC
Cincinnat OH - 45246
Cincinnat OH - 45246
Country
United States
Phone Number
--
Investment Strategy
The investment seeks total return. The fund aims to achieve its investment objective by seeking to establish a balance of investment exposure across possible interest rate environments using global fixed income instruments, while buying and selling securities with a target of maintaining this balance amidst changing market and economic conditions. Its portfolio holdings will primarily include securities sold on U.S. exchanges, exchange-traded funds (“ETFs”), and derivative instruments (including futures contracts).