Mutual Funds and Exchange-Traded Funds (ETFs)

Overview

At D7 Investments Corp., we are committed to helping our clients achieve their financial goals through innovative investment solutions. Our range of Mutual Funds and Exchange-Traded Funds (ETFs) are designed to provide investors with diversified exposure to various asset classes, sectors, and geographic regions.

Why Choose D7 Investments Corp.?

• Expert Management: Our team of seasoned investment professionals employs a data-driven approach to actively manage our funds, ensuring that our strategies align with market trends and economic conditions.
• Diverse Offerings: With a broad spectrum of investment products, we cater to different risk profiles and investment objectives.
• Transparent Processes: We prioritize transparency and communication with our investors, providing regular updates on fund performance and strategy.
• Client-Centric Approach: Your goals shape our investment strategies. We offer personalized investment solutions that fit your unique financial situation.

Mutual Funds

Our Mutual Funds provide you with a pooled investment option that allows you to access a diversified portfolio managed by professionals. Explore our key offerings:

D7 Growth Fund

• Objective: To achieve long-term capital appreciation.
• Investment Strategy: Focuses on high-growth sectors such as technology, healthcare, and renewable energy.
• Risk Profile: High
• Ideal For: Investors looking for aggressive growth and willing to tolerate market volatility.

D7 Income Fund

• Objective: To provide regular income through dividends and interest.
• Investment Strategy: Invests in dividend-paying stocks, bonds, and real estate investment trusts (REITs).
• Risk Profile: Moderate
• Ideal For: Income-seeking investors who prefer a balanced approach.

D7 Balanced Fund

• Objective: To provide capital appreciation and income through a mix of equity and fixed-income securities.
• Investment Strategy: Combines 60% equity and 40% fixed income, adjusting based on market conditions.
• Risk Profile: Moderate
• Ideal For: Investors looking for a balanced investment approach with moderate risk.

D7 International Equity Fund

• Objective: To achieve long-term capital appreciation from global investments.
• Investment Strategy: Diversifies investments in international markets, focusing on emerging markets for growth.
• Risk Profile: High
• Ideal For: Investors seeking exposure to international equities with higher growth potential.

Exchange-Traded Funds (ETFs)

ETFs at D7 Investments Corp. provide a flexible and cost-effective way to invest in a diversified portfolio. Our ETFs are designed to track specific indices, sectors, or themes, giving you both simplicity and efficiency.

D7 Total Market ETF (D7TM)

• Objective: To track the performance of the total U.S. stock market.
• Investment Strategy: Holds a broad portfolio of U.S. stocks, providing exposure to various market capitalizations.
• Expense Ratio: Low
• Ideal For: Investors looking for comprehensive market exposure with low cost.

D7 Dividend Growth ETF (D7DG)

• Objective: To provide exposure to companies with a history of increasing dividends.
• Investment Strategy: Focuses on high-quality, dividend-growing firms across different sectors.
• Expense Ratio: Competitive
• Ideal For: Long-term investors prioritizing income and capital appreciation.

D7 ESG Opportunities ETF (D7ESG)

• Objective: To invest in companies with strong environmental, social, and governance (ESG) practices.
• Investment Strategy: Emphasizes sustainable and socially responsible companies across various industries.
• Expense Ratio: Moderate
• Ideal For: Impact investors looking to align their portfolios with their values.

D7 Global Tech ETF (D7GTE)

• Objective: To capture opportunities in the global technology sector.
• Investment Strategy: Invests in leading tech companies worldwide, focusing on innovation and advancements.
• Expense Ratio: Competitive
• Ideal For: Investors looking to capitalize on the growing tech industry.

Investment Process

1. Assessment: We evaluate your financial goals, risk tolerance, and time horizon to determine suitable investment products.
2. Investment Selection: Our team recommends a tailored portfolio of mutual funds and ETFs that align with your investment strategy.
3. Ongoing Management: We continuously monitor market conditions and portfolio performance, making adjustments as necessary.

FAQs

How do I invest in D7 Mutual Funds and ETFs?

You can invest in our mutual funds and ETFs through authorized financial platforms, brokerage accounts, or directly via our website.

What are the fees associated with your funds?

Our funds have competitive expense ratios and management fees, clearly outlined in our fund documentation.

Can I track my investment performance?

Yes, we offer online access to your investment portfolio, along with regular performance reports and market insights.

Start Your Investment Journey Today

At D7 Investments Corp., we believe that informed and strategic investments can lead to financial freedom and success. Contact us today to learn more about our Mutual Funds and ETFs and how we can help you achieve your investment goals.