Source: Morningstar. Data from 1/1/1994-12/31/2018. Past performance is not indicative of future results.
You should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. For a prospectus, or summary prospectus, that contains this and other information about the Funds, call 1-888-736-1227 or visit our website at 361capital.com. Please read the prospectus or summary prospectus carefully before investing.
Investing involves risk, including possible loss of principal. The potential loss from a short sale is theoretically unlimited since the appreciation of the underlying asset also is theoretically unlimited. Foreign investment entails additional risk from adverse changes in currency exchange rates, lax regulation, and potential market instability. Frequent trading by the Fund may reduce returns and increase the number of taxable transactions. Concentration of its portfolio in relatively few issuers may make the Fund more volatile than a diversified fund.
US Investment Grade Debt is represented by the Barclays Aggregate Bond Index which is a broad bond index covering most U.S. traded bonds and some foreign bonds traded in the U.S. US High Yield Debt is represented by the Barclays US Corporate High Yield Index which measures the USD-denominated, high yield, fixed-rate corporate bond market. International Investment Grade Debt is represented by the Barclays Global Aggregate Index which is a flagship measure of global investment grade debt from twenty-four local currency markets. Large Cap Equities is represented by the S&P 500 Index which is a commonly recognized, market capitalization weighted index of 500 widely held equity securities, designed to measure broad U.S. equity performance. Small Cap Equities is represented by the Russell 2000 Index which measures the performance of the small-cap segment of the U.S. equity universe. International Equities is represented by the MSCI EAFE Index which is designed to measure the equity market performance of developed markets outside of the U.S. & Canada. Emerging Market Equities is represented by the MSCI EM which is an index that is designed to measure equity market performance in global emerging markets. It is not possible to invest directly in an index. Long/Short Equity is represented by the Credit Suisse Long/Short Equity Hedge Fund Index is a subset of the Credit Suisse Hedge Fund Index that measures the aggregate performance of long/short equity funds. Long/short equity funds typically invest in both long and short sides of equity markets, generally focusing on diversifying or hedging across particular sectors, regions or market capitalizations. 60/40 Portfolio is represented by 60% S&P 500 and 40% Barclays Aggregate Bond Index. It is not possible to invest directly in an index.
Standard Deviation is a statistical measurement of performance fluctuations. Generally, the higher the standard deviation, the greater the expected volatility of returns.
The 361 Funds are distributed by IMST Distributors, LLC.