Currency Trends Plus Fund

About the Index

The FX Trends Index™ (FXTI®) is a quantitative, rules-based methodology designed to reflect price movements across a basket of 11 foreign exchange futures contracts. The contracts are represented on either a "long" or "short" basis depending on recent price trends. With the ability to take long or short positions, the FXTI® is designed to capture the economic benefit over long time periods derived from both rising and declining price trends within a basket of global currencies.

The FXTI offers greater diversification over the U.S. Dollar Index

When investors have traditionally thought of currency investments, they have primarily considered only currency mutual funds that are based on the U.S. Dollar Index. However, today, there is another option available.

Some of the differences between the U.S. Dollar Index and the FXTI are:

• U.S. Dollar Index is made up of just developed countries while FXTI includes emerging markets as well
• Over 80% of U.S. Dollar Index is made up of Euro, Yen and Pound while FXTI is more broadly diversified
• Monthly review of each currency's recent price trends to determine individual long or short positions for subsequent month
• The U.S. Dollar Index is a directional index while the FXTI can potentially profit regardless of the direction of U.S. Dollar

Index Components and Weightings