Funds Offered by  

24 funds.    These are mutual funds, unit investment trusts, or interval funds.

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
AARMXAmerican Independence Global Tactical Allocation Fund Class AMutual fund09/20/2013Asset AllocationUSModerateActively managed1.00 1.52%Analyze
BARLXBeacon Accelerated Return Strategy Fund Institutional ClassMutual fund10/02/2017AlternativesOptionsBroadActively managed1.00 0.00%Analyze
BARTXBeacon Accelerated Return Strategy Fund Class AMutual fund06/15/2021AlternativesOptionsBroadActively managed1.00 0.00%Analyze
BPRLXBeacon Planned Return Strategy Fund Institutional ClassMutual fund10/02/2017AlternativesOptionsBroadActively managed1.00 0.00%Analyze
BPRTXBeacon Planned Return Strategy Fund Class AMutual fund06/15/2021AlternativesOptionsBroadActively managed1.00 0.00%Analyze
CFMDXClarkston Founders Fund Founders ClassMutual fund02/16/2021Actively managed1.00 0.00%Analyze
CFSMXClarkston Partners Fund Founders ClassMutual fund09/15/2015US EquityBroad marketMid capActively managed1.00 0.85%Analyze
CIDDXClarkston Select InstitutionalMutual fund06/15/2021Actively managed1.00 0.00%Analyze
CILGXClarkston Fund Institutional ClassMutual fund04/01/2016US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
CIMDXClarkston Founders Fund Institutional ClassMutual fund01/31/2017US EquityBroad marketMid capActively managed1.00 0.00%Analyze
CISMXClarkston Partners Fund Institutional ClassMutual fund09/15/2015US EquityBroad marketMid capActively managed1.00 0.00%Analyze
DDJCXDDJ Opportunistic High Yield Fund Class IMutual fund06/15/2021US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.89%Analyze
DDJIXDDJ Opportunistic High Yield Fund Institutional ClassMutual fund07/16/2015US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.79%Analyze
DDJRXDDJ Opportunistic High Yield Fund Class IIMutual fund07/16/2015US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 1.14%Analyze
IGMFXInsignia Macro Fund Class AMutual fund12/31/2013AlternativesOtherActively managed1.00 2.00%Analyze
IGMLXInsignia Macro Fund Class IMutual fund12/31/2013AlternativesOtherActively managed1.00 0.00%Analyze
IKSTXCarret Kansas Tax - Exempt Bond FundClass AMutual fund06/15/2021US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
RMAIXAmerican Independence Global Tactical Allocation Fund Institutional ClassMutual fund09/20/2013Asset AllocationUSModerateActively managed1.00 0.00%Analyze
SCADXUS Small Cap Growth Fund Investor ClassMutual fund03/05/2021Actively managed1.00 0.00%Analyze
SCIDXUS Small Cap Growth Fund Institutional ClassMutual fund03/05/2021Actively managed1.00 0.00%Analyze
SEKSXCarret Kansas Tax - Exempt Bond Fund Institutional ClassMutual fund12/10/1990US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
WAGTXSeven Canyons World Innovators Fund Investor ClassMutual fund12/19/2000Global Equity GlobalSmall capActively managed1.00 1.75%Analyze
WASIXSeven Canyons Strategic Income Fund Investor ClassMutual fund02/01/2006US EquityBroad marketMid capActively managed1.00 1.43%Analyze
WIGTXSeven Canyons World Innovators Fund Institutional ClassMutual fund12/19/2000Global Equity GlobalSmall capActively managed1.00 1.55%Analyze
TOTAL24

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