HEBIX Harvest Edge Bond Fund Institutional Class

This is an open ended mutual fund. The investment seeks investment results that generally correspond to the total return performance of bonds while generating incremental income. The fund invests in a portfolio of U.S. fixed-income securities and bond index ETFs with a high portfolio correlation to the Bloomberg Barclays U.S. Aggregate Bond Index and implementing a collateral yield enhancement overlay strategy that utilizes relatively short-dated S&P 500 Index option call spreads and put spreads. It invests at least 80% of its assets in bonds, or other investments with similar economic characteristics included in the Bloomberg Barclays U.S. Aggregate Bond Index.

As of 08/04/2021

Mutual Fund Information
Sponsor:     Harvest Volatility Edge Trust
Morningstar category:  
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     08/04/2021
Market cap:     $0
Current yield:     2.10%
Fees:     0.0000%
CUSIP:  41755L609
ISIN:    US41755L6092
Investment style: Actively managed

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