Indexperts ETFs

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Indexperts Proven Results
Indexperts ETFs

About Indexperts ETFs

Quality and Yield Focused Indexing Accessible to All

Much like the Indexperts earnings focused institutional indexes, Indexperts exchange traded funds (ETFs) focus on the quality of the holdings and controlled costs. Unlike other market-cap index funds where stocks are selected solely based on size, the Indexperts' earnings focused approach means the companies in the portfolios are selected that meet our high screening standards. The Indexperts ETFs offer investors the ability to get started with a lower initial investment than the Indexperts institutional portfolios. Through Indexperts ETFs, we believe investors can build a well-rounded portfolio with the three disciplines available: growth equities, value equities, and yield-focused fixed income.

Indexperts ETFs

Our View on Growth

Owning growth stocks can be a great way to benefit from companies innovating for the future, but their strong upside potential comes with risks as well. That's why it's important to buy high-quality and spread risk. When balanced properly, growth stocks can be an important piece of the portfolio puzzle.

Our View on Value

Owning value stocks can underpin a well-balanced portfolio by offering exposure to companies with mature business models and a track record of success.

Our View on Bonds

Bonds provide the basis for a strong portfolio foundation. By providing predictable cash flow to the investor, investors can use bonds to tailor the portfolio to their specific risk and income needs.

How to Buy Indexperts ETFs

Investors with less than $500,000 to invest can buy these ETFs through their regular brokerage account. Ask your advisor or search for the ETFs by their symbol to invest.

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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Indexperts Prospectus

An investment in the Fund is subject to investment risks, including the possible loss of some or the entire principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective.

Investment in RILA & QIDX are also subject to the following risks:

Common Stock/Equity Security Risk:
Common stock holds the lowest priority in a company’s capital structure, and therefore, takes the larges share of the company’s risk and its accompanying volatility.
Growth Stock Risk:
Growth stocks can react differently to issuer, political, market, and economic developments than 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 risk, the value of fixed income securities are 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 shareprice, 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.

Investment in RILA, QDIX & YFFI are also subject to the following risk:

New Fund Risk:
The Fund is newly formed and has no history of operations. 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 economies 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 shares of the Fund 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 returns. More information about these risks can be found in 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, including their principals, and Capital Investment Group, Inc.

An investor should consider the investment objectives, risks, and charges and expenses of the Fund before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available at https://indexperts.com/docs/indexperts-prospectus.pdf 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.