BWDIX : Boyd Watterson Limited Duration Enhanced Income Fund Class I

Fund Summary

The investment seeks income generation as a principal objective and capital preservation and total return as secondary objectives. The fund invests a majority of its assets in investments in domestic, and U.S. dollar denominated foreign, income-producing securities. These securities are (i) below investment-grade (also known as "junk" bonds) and investment grade fixed income securities, asset-backed securities, hybrid corporate securities, bank loans, and U.S. government securities, and (ii) equity securities. It may make these investments directly or, from time to time, indirectly through ETFs, which include inverse ETFs, and through closed end funds.