INPPX Innovative Preferred Plus Fund Class A

This is an open ended mutual fund. The investment seeks to provide income. The fund's investment strategy is two-fold: (1) preferred securities: the fund pursues its objective by investing in issues of preferred securities and debt securities that the Adviser believes to be undervalued, and (2) credit spread options on the S&P 500 Index: the fund may expose up to 10% of its assets to a credit spread options strategy however market conditions may dictate additional exposure. It seeks to achieve a credit spread on the S&P 500 Index by selling/writing an out-of-the-money short put option each month while simultaneously purchasing an out-of-the-money long put option below the short option position.

As of 08/04/2021

Mutual Fund Information
Sponsor:     Collaborative Investment Series Trust
Category1:  Special Security Types
Category2:  Preferred stock
Category3:  U.S.
Morningstar category:  Preferred Stock
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     08/04/2021
Market cap:     $0
Current yield:     3.22%
Fees:     0.0000%
Investment style: Actively managed

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