The Dorsey Wright Systematic RS Balanced strategy invests in U.S. Mid & Large Cap equities and investment grade U.S. fixed income securities with strong relative strength characteristics. The strategy holds approximately 25 securities and is fully invested to maximize equity participation. It is diversified across multiple sectors and industries, combining the Systematic RS Core model with a fixed income allocation to reduce portfolio volatility. The strategy is constructed using Dorsey Wright's proprietary sector ranking and stock rotation methodology. It is not limited by style or capitalization, allowing flexibility to capture the strongest trends. The strategy seeks long-term capital appreciation and income. Performance data from June 2005 to October 2023 shows it outperformed a combined index (60% S&P 500 Total Return Index and 40% Bloomberg Aggregate Bond Index). Performance is net of fees, which can significantly impact returns. The strategy's top holdings and sector allocation are subject to change. The strategy's process involves a sector model that proposes sector and industry weights based on relative strength, a stock model that ranks Mid & Large Cap stocks by relative strength, and portfolio construction that compares current allocations to model weights. Sell discipline is based on relative strength rankings. The strategy complies with GIPS standards and has been verified for certain periods. It is managed by Nasdaq Dorsey Wright, a research provider with expertise in technical analysis and relative strength. The firm offers various investment products and services globally. Performance data is based on historical data and is not guaranteed to reflect future results. The strategy is not a guarantee and may experience losses. Relative strength is a measure of price momentum but is not predictive. The information provided is not tailored to individual investors and should not be relied upon as the sole basis for investment decisions.The Dorsey Wright Systematic RS Balanced strategy invests in U.S. Mid & Large Cap equities and investment grade U.S. fixed income securities with strong relative strength characteristics. The strategy holds approximately 25 securities and is fully invested to maximize equity participation. It is diversified across multiple sectors and industries, combining the Systematic RS Core model with a fixed income allocation to reduce portfolio volatility. The strategy is constructed using Dorsey Wright's proprietary sector ranking and stock rotation methodology. It is not limited by style or capitalization, allowing flexibility to capture the strongest trends. The strategy seeks long-term capital appreciation and income. Performance data from June 2005 to October 2023 shows it outperformed a combined index (60% S&P 500 Total Return Index and 40% Bloomberg Aggregate Bond Index). Performance is net of fees, which can significantly impact returns. The strategy's top holdings and sector allocation are subject to change. The strategy's process involves a sector model that proposes sector and industry weights based on relative strength, a stock model that ranks Mid & Large Cap stocks by relative strength, and portfolio construction that compares current allocations to model weights. Sell discipline is based on relative strength rankings. The strategy complies with GIPS standards and has been verified for certain periods. It is managed by Nasdaq Dorsey Wright, a research provider with expertise in technical analysis and relative strength. The firm offers various investment products and services globally. Performance data is based on historical data and is not guaranteed to reflect future results. The strategy is not a guarantee and may experience losses. Relative strength is a measure of price momentum but is not predictive. The information provided is not tailored to individual investors and should not be relied upon as the sole basis for investment decisions.