US Equity Portfolio Description & Information //

The FormulaFolios US Equity Portfolio seeks to achieve long-term capital appreciation by investing primarily in domestic equity securities of various market capitalizations, with the ability to take temporary defensive positions in cash or cash equivalents in response to adverse market, economic, political, or other conditions. Under normal market conditions, the Portfolio pursues its objective by investing at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of companies based in the United States.

The Portfolio uses a proprietary quantitative three factor model (fundamental, technical, and macro-economic) designed to select up to 50 stocks from the Russell 3000 Index. The Portfolio will typically hold 40-50 individual US equities and the target market capitalization per holding is $5 billion or greater. While the Portfolio primarily invests its assets in the securities of large capitalization companies, the Portfolio may also invest in equity securities of small and mid-cap companies.

Documents //

Documents Title
Prospectus Supplement
XBRL Files