IPDPX Innovative Dividend Performers Fund Class I

This is an open ended mutual fund. The investment seeks to provide income; the secondary objective is capital appreciation. The fund's investment strategy is twofold: (1) investing in dividend paying U.S. equity securities: the fund will invest in common stocks of dividend paying U.S. companies, and (2) credit spread options on the S&P 500 Index: the fund seeks to achieve a credit spread on the S&P 500 Index investment objective 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:  Alternatives
Category2:  Options
Category3:  Broad
Morningstar category:  Options-based
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     08/04/2021
Market cap:     $0
Current yield:     0.47%
Fees:     0.0000%
Investment style: Actively managed

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