Are You Positioning for The Great Rotation? Ask Your Advisor about VICEX

USA MUTUALS ADVISORS, INC.

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Are You Positioning for The Great Rotation? Ask Your Advisor about VICEX

by USA Mutuals News Share
Media
August 5, 2024

DALLAS, TX, USA, August 7, 2024/EINPresswire.com/ —

As the market teeters on the brink of a “great rotation” with potential shifts from growth to value investing, in our opinion particularly influenced by upcoming big tech earnings, investors are seeking less fluctuating opportunities in traditionally resilient sectors. The Vice Fund (symbol: VICEX), managed by USA Mutuals, remains a leading choice for those looking to hedge against the cyclical nature of the tech-heavy growth sectors.

With the current market dynamics and the unpredictability of tech stock performance, the Vice Fund’s focus on ‘vice’ industries — including tobacco, alcohol, gambling, and defense — offers an intriguing alternative. Because these sectors have historically shown resilience during economic shifts and market downturns, we believe VICEX is an attractive option for investors looking to diversify their portfolios away from the potential volatility in the tech sector.

“The narrative of a great rotation suggests a movement towards value and traditionally defensive stocks, and VICEX is well-positioned to potentially capitalize on this shift,” says Paul Strehle, President and Portfolio Manager at USA Mutuals. “Our focus on industries with inelastic demand and long-term growth potential provides a buffer against market fluctuations that can affect more volatile sectors like technology.”

Investors are encouraged to discuss with their financial advisors the potential of integrating VICEX into their portfolios, especially in the context of current market trends. The Vice Fund’s consistent focus on sectors that perform across economic cycles not only offers a unique investment opportunity but also aligns with strategies seeking to mitigate risks associated with the great rotation in the stock market.

To learn more about the Vice Fund, click here.

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IMPORTANT RISK INFORMATION:

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PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. THE PERFORMANCE DATA QUOTED REPRESENTS PAST PERFORMANCE AND CURRENT RETURNS MAY BE LOWER OR HIGHER. SHARE PRICES AND INVESTMENT RETURNS FLUCTUATE AND AN INVESTOR’S SHARES MAY BE WORTH MORE OR LESS THAN ORIGINAL COST UPON REDEMPTION. FOR PERFORMANCE DATA AS OF THE MOST RECENT MONTH-END PLEASE CALL 1-866-264-8783.

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Important Disclosures:

Click here for Prospectus.

Definitions:

Volatility – The degree of variation of a trading price series over time, usually measured by the standard deviation of logarithmic returns.

 

 

The USA Mutuals Funds are distributed by Northern Lights Distributors, LLC.

Northern Lights Distributors, LLC and USA Mutual Advisors, Inc. are not affiliated.

 

Media Contact:
Morgan Sanders
msanders@usamutuals.com
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USA MUTUALS
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The USA MUTUALS Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any USA MUTUALS Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Please refer to the prospectus for important information about the investment company including objectives, risks, charges and expenses. Read and consider it carefully before investing. You may also obtain a hardcopy of the prospectus by calling 866.264.8783.

Mutual fund investing involves risk; principal loss is possible. The risks associated with an investment in a Fund can increase during times of significant market volatility. Remember, in addition to possibly not achieving your investment goals, you could lose all or a portion of your investment in the Fund over long or even short periods of time. Certain stocks selected for a Fund’s portfolio may decline in value more than the overall stock market. Investments are subject to market risk, which may cause the value of the Fund’s investment to decline. Common stocks are susceptible to general stock market fluctuations and to volatile increases and decreases in value as market confidence in and perceptions of their issuers change. Investment strategies employed for a Fund may not result in an increase in the value of your investment or in overall performance equal to other investments. The Funds may use leverage, invest in derivatives and sell securities short. Leveraging may exaggerate the effect on net asset value of any increase or decrease in the market value of a Fund’s portfolio. Investing in derivatives may subject the Fund to losses if the derivatives do not perform as expected. Short sales involve selling a security that a Fund borrows and does not own. Short sales carry significant risk, including the risk of loss if the value of a security sold short increases prior to the scheduled delivery date, since a Fund must pay more for the security than it has received from the purchaser in the short sale. Futures contracts are subject to the same risks as the underlying investments that they represent, but also may involve risks different from, and possibly greater than, the risks associated with investing directly in the underlying investments. The Funds may invest in foreign securities which involve greater volatility and political, economic, and currency risks and differences in accounting methods. This risk increases with emerging markets. Small and mid-size companies involve additional risks such as limited liquidity and greater volatility.

The USA Mutuals Funds are distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. Northern Lights Distributors, LLC and USA Mutuals Advisors, Inc. are not affiliated.
Mutual Capital Alliance, Inc. and Northern Lights Distributors, LLC. are not affiliated.

Past performance does not guarantee future results.