Indexperts ETFs
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About Indexperts ETFs
Quality and Yield Focused Indexing Accessible to All
Indexperts ETFs
Our View on Growth
Our View on Value
Our View on Bonds
Explore Indexperts ETFs
How to Buy Indexperts ETFs
Balance can Spread Risk and Enhance Results
Using a combination of the Indexperts ETFs, you can build a portfolio that best suits your needs. By balancing across earnings focused growth and value, along with yield-focused fixed income, you can create an allocation that suits your risk tolerance and goals.
Three sample allocations using these ETFs are shown below, but investors building an account with Indexperts Direct (over $500,000) can schedule a call with a seasoned financial advisor to build a custom tailored allocation.
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An investment in the Funds is subject to investment risk, including the possible loss of some or the entire principal amount invested. There can be no assurance that the Funds will be successful in meeting their investment objective.
Investment in RILA & QIDX are also subject to the following risks:
Common Stock/Equity Security Risk
Common stocks hold the lowest priority in a company's capital structure, and therefore, takes the largest share of the company's risk and company's risk and its accompanying volatility.
Growth Sock Risk
Growth stocks can react differently to issuer, political, market, and economic developments that the market as a whole and other types of stocks. The stocks of such companies can therefore be subject to more abrupt or erratic market movements than stocks of larger more established companies or the stock market in general.
Investment in YFFI is also subject to the following risks:
Interest Rate Risk
As interest rates rise the value of fixed income securities is likely to decrease. As interest rates fall, the value of fixed income securities are likely to increase. Changes in interest rates may affect the Fund's share price, for example, a sharp rise in interest rates could cause the Fund's share price to fall.
Fixed Income Risk
The Fund's investments in fixed income securities will be subject to various risks including interest rate risk, credit risk, extension risk, and prepayment risk. These risks could affect the value of a particular investment by the Fund, possibly causing the Fund's share price and total return to be reduced and fluctuate more than other types of investments.
Investments in RILA, QDIX and YFFI are also subject to the following risk:
New Fund Risk
The Fund is newly formed and has little operating history. Accordingly, investors in the Fund bear the risk that the Fund may not be successful in implementing its investment strategy, may not employ a successful investment strategy, or may fail to attract sufficient assets under management to realize economics of scale, any of which could result in the Fund being liquidated at any time without shareholder approval and at a time that may not be favorable for all shareholders.
While Fund shares are tradable on secondary markets, they may not readily trade in all market conditions and may trade at significant discounts in periods of market stress. ETFs trade like stocks, are subject to investment risks, fluctuate in market value, and may trade at prices above or below the ETF's net asset value. Brokerage commissions and ETF expenses will reduce return. More information about these and other risks can be found iin the Fund's prospectus.
Indexperts Gorilla Aggressive Growth ETF (RILA); Indexperts Quality Earnings Focused ETF (QIDX); and Indexperts Yield Focused Fixed Income ETF (YFFI) are distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 100 E. Six Forks Road, Suite 209, Raleigh, North Carolina 27609. There is no affiliation between Indexperts, LLC and their principals, and Capital Investment Group, Inc.
An investor should consider the Funds investment objectives, risks, charges and expenses before investing. The prospectus contains this and other important information about the Fund. A copy of the prospectus is available at https://etfpages.com/?t=RILA, https://etfpages.com/?t=QIDX, https://etfpages.com/?t=yffi or by calling Shareholder Services at 1-800-773-3863. The prospectus should be read carefully before investing. Current and future holdings are subject to change and risk.
RCIND0125002 2/2025