The Elements Portfolios invest in a broad and diverse group of US, developed, and emerging market securities with exposure to size, value, momentum, and quality factors. These well-known factors are generally considered intuitive, pervasive across regions, and persistent through time.
Prospectus
Elements U.S. Portfolio
Elements U.S. Small Cap Portfolio
Elements International Portfolio
Elements International Small Cap Portfolio
Elements Emerging Markets Portfolio
Statement of Additional Information
Elements U.S. Portfolio
Elements U.S. Small Cap Portfolio
Elements International Portfolio
Elements International Small Cap Portfolio
Elements Emerging Markets Portfolio
Semi-Annual Report
Elements U.S. Portfolio
Elements U.S. Small Cap Portfolio
Elements International Portfolio
Elements International Small Cap Portfolio
Elements Emerging Markets Portfolio
Annual Report
Elements U.S. Portfolio
Elements U.S. Small Cap Portfolio
Elements International Portfolio
Elements International Small Cap Portfolio
Elements Emerging Markets Portfolio
2018 1099-DIV – Foreign Tax Credit and Dividend Received Deduction Supplemental Information
2017 1099-DIV - Foreign Tax Credit Supplemental Information
Investors and RIAs allocating to clients' accounts should carefully consider a Portfolio's risks and investment objective, as an investment in the Portfolios may not be appropriate for all investors and they are not designed to be a complete investment program. Investing in the Portfolios involves a high degree of risk. It is possible that investing in the Portfolios may result in a loss of some or all of the amount invested. Before making an investment/allocation decision, investors and RIAs allocating to clients' accounts should (i) consider the suitability of this investment with respect to such investor's or client's investment objectives and individual situation and (ii) consider factors such as such investor's or client's net worth, income, age and risk tolerance. Investment should be avoided where an investor/client has a short‐term investing horizon and/or cannot bear the loss of some or all of the investment. Before investing in a Portfolio, an investor should read the discussion of risks of investing in the Portfolios in the prospectus.
Please note that the Elements Portfolios referred to in this website are offered and sold only to United States residents, and the information on this website is intended only for such people. The Elements Portfolios are not offered for sale in countries other than the U.S. and its territories. This website should not be considered a solicitation to buy or an offer to sell shares of the Elements Portfolios in any jurisdiction where it would be unlawful under the securities law of that jurisdiction.
A hard copy prospectus may be obtained by calling (855) 609-3680. Read it carefully before investing.
The Elements Portfolios are distributed by ALPS Distributors, Inc.