Guardian is a tactical growth strategy with the goal of conservatively participating in equity markets, while avoiding catastrophic bear market losses.

DETAILS as of 12/31/22

Morningstar Ticker F00000MKBG

Model Type Tactical Allocation

Inception Date 01/01/2000

Account Minimum None

Model Fee 0 bps*

Investment Vehicles Mutual Funds

Typical Number of Holdings 4

Documents Fact Sheet

Holdings

as of 12/31/22

%

CRDBX

%

CRTBX

%

CRMVX

%

CRTOX

Details

Morningstar Ticker

Model Type

Inception Date

Account Minimum

Model Fee

Investment Vehicles

Typical Number of Holdings

Documents

as of 12/31/22

F00000MKBG

Tactical Allocation

01/01/2000

None

0 bps*

Mutual Funds

4

Fact Sheet

Holdings

%

CRDBX

%

CRTBX

as of 12/31/22

%

CRMVX

%

CRTOX

Description

The strategy employs a “Core and Explore” investment philosophy using a suite of affiliated tactical mutual funds. Guardian will hold a Core (70%-80%) position that will focus on diversified and defensive equity exposure. Then the Explore (20%-30%) portion will use momentum to rotate among a group of tactical funds.

The underlying funds utilize a combination of dynamic asset allocation and mechanical system trading. Additionally, they employ risk management techniques including the use of inverse and cash positions during adverse market conditions; cash positions could at times be 100%.

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*Potomac is entitled to receive from each Conquer Risk Fund an annual advisory fee of up to 1.25% based on each Funds’ average daily net assets but may receive less due to waivers. For additional information about the Conquer Risk Funds, please see the funds’ Prospectus and Statement of Additional Information here.

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