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Strategic Allocation Fund

Combines equity and futures strategies in one portfolio seeking to
capture equity market upside while mitigating downside losses.

Investment Objective

The Fund’s primary investment objective is capital appreciation.

Strategic Allocation Fund
Class AClass I
TickerLSAAXLSAIX
Inception Date1/8/20251/8/2025
Minimum Investment$2,500$100,000
Subsequent Investment$500$500
Management Fee1.24%1.24%
Net Expense Ratio1.84%1.59%
Gross Expense Ratio2.03%1.78%
Strategic Allocation Fund
Reports
ProspectusDownload ↓
Statement of Additional InformationDownload ↓
Forms and Applications
Regular Account ApplicationDownload ↓
IRA Account ApplicationDownload ↓
Entity Account ApplicationDownload ↓
Certification of Beneficial OwnersDownload ↓
IRA Transfer/Rollover FormDownload ↓
IRA DisclosureDownload ↓
Documents and Privacy
Privacy PolicyDownload ↓
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