ESSIX: Essential 40 Stock Fund Class I Price, Fees and

The investment seeks to track, before fees and expenses, the performance of the Essential 40 Stock Index. The fund, under normal market conditions, invests at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of companies that comprise the Essential 40 Stock Index (the "index"), which measures the investment return of the equity securities of forty blue-chip U.S. companies.

Largest Holdings

Amount	Holding
2.85%	Duke Energy Corp
2.82%	Amazon.com Inc
2.81%	Microsoft Corp
2.76%	The Home Depot Inc
2.76%	CME Group Inc Class A
2.72%	Chubb Ltd
2.70%	Xylem Inc
2.67%	Waste Management Inc
2.66%	Costco Wholesale Corp
2.64%	Intel Corp
2.64%	Visa Inc Class A
2.63%	Alphabet Inc A
2.62%	Johnson & Johnson
2.59%	Verizon Communications Inc
2.56%	Berkshire Hathaway Inc B
2.54%	Automatic Data Processing Inc
2.54%	General Electric Co
2.53%	Bristol-Myers Squibb Company
2.53%	UnitedHealth Group Inc
2.51%	FedEx Corp
2.50%	Comcast Corp Class A
2.50%	Lockheed Martin Corp
2.47%	General Motors Co
2.46%	Facebook Inc A
2.45%	Masco Corp

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ESSIX : Essential 40 Stock Fund Class I

ESSIX

$ESSIX Alternatives

Fund Summary

Largest Holdings

End Credits