AmericaFirst Income Fund
The AmericaFirst Income Fund seeks to maximize income, while maintaining prospects for capital appreciation, by investing in a diversified portfolio of high-dividend stocks, high-quality bonds, and income-producing securities.
AmericaFirst Alpha Trends Factor Fund
The AmericaFirst Alpha Trends Factor Fund seeks to provide capital gains. The fund invests in securities of domestic and foreign companies without restriction as to capitalization. Alpha is an investment industry term referring to the performance of a portfolio or asset class relative to its benchmark or index. The investment approach will utilize its advisor’s alpha trends factor strategy to seek out equity asset classes that it expects to have above-market returns.
(This fund was formerly the Large Cap Share Buyback Fund)
AmericaFirst Risk On Risk Off Fund
The AmericaFirst Risk On / Risk Off Fund seeks capital appreciation with a focus on producing positive returns in Bull and sustained Bear markets by shifting between risk on (stocks) and risk off (cash, bonds, gold, and uncorrelated publicly-traded alternatives) assets.
AmericaFirst Total Return Bond Fund
The Total Return Bond Fund seeks to achieve total return from income and capital gains. The fund will invest 80% of its net assets in bonds.
(This fund was formerly the AmericaFirst Defensive Growth Fund)
Symbols:
Holdings (as the former Defensive Growth Fund):
September 30, 2024 June 30, 2024 March 31, 2024, December 31, 2023