TRDFX : Crossmark Steward Small-Mid Cap Enhanced Index Fund Class A

Fund Summary

The investment seeks long-term capital appreciation. The advisor pursues its objective by seeking to enhance its performance over that of its benchmark index by 1) changing the relative weighting in the fund's portfolio of growth versus value style securities in the index (style tilt) and 2) utilizing computer-aided, quantitative analysis of valuation, growth, dividend yield, industry and other factors to attempt to compensate for the exclusion of certain index securities due to the fund's values-based screening policies. It will invest at least 80% of its assets in the securities of companies included in the fund's benchmark.