Tactical Dividend and Momentum Fund

(HTDAX, HTDCX, HTDIX, HTDRX)

The Fund seeks to provide capital appreciation and current income while providing downside protection for investors by going defensive when market conditions warrant. The Fund objective is to invest in only those sectors of the US economy that show significant opportunity for growth.

VGIM Funds tracks the nine major sectors of the US economy and when the proprietary science indicates opportunity, Fund assets will be invested to that sector that show the greatest opportunity for price growth and dividend yield.

The Fund is available in A, C, I and R shares.

For Individual Investors:

The Tactical Dividend and Momentum Fund is available through most licensed investment professionals. Please call your financial advisor and tell that professional that you would like the Tactical Dividend and Momentum Fund (HTDAX, HTDCX, HTDIX, HTDRX) in your portfolio.

For Financial Professionals:

The Tactical Dividend and Momentum Fund is distributed by Foreside Financial Services, LLC, member of FINRA and SIPC. Please contact the Sales Department of your broker dealer or clearing custodian to determine if your firm has a selling agreement for the Tactical Dividend and Momentum Fund.

© 2025 VestGen Investment Management, LLC. All rights reserved.

Mutual Funds involve risk including the possible loss of principal. A higher portfolio turnover will result in higher transactional and brokerage costs. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. Investors should carefully consider the investment objectives, risks, charges, and expenses of the Tactical Dividend and Momentum Fund. This and other information about the Funds is contained in the prospectus and should be read carefully before investing. The prospectus can be obtained by clicking here or by calling toll free 1-844-828-3212. The Tactical Dividend Momentum Fund is distributed by Foreside Financial Services, LLC. VestGen Investment Management is not affiliated with Foreside Financial Services, LLC. Member FINRA/SIPC.

As with all mutual funds, there is the risk that you could lose money through your investment in the Fund. The net asset value of the Fund will fluctuate based on changes in the value of the securities in which it invests. For a listing of the specific risks associated with investing in the Fund(s), investors should carefully review the prospectus by clicking here or by calling toll free 1-844-828-3212.