Important Risk Information

All investments involve risk, including loss of principal. Counterpoint Funds, LLC is an SEC registered investment advisor. Registration does not imply a certain level of skill or training. For more information pertaining to the registration status of Counterpoint Funds LLC, please call 1-844-273-8637 or refer to the Investment Advisor Public Disclosure website (www.adviserinfo.sec.gov).

Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Prices of mid- and small-cap stocks often fluctuate more than those of large-company stocks. Investments in stocks or bonds issued by non-U.S. companies are subject to risks including country/regional risk and currency risk. These risks are especially high in emerging markets.

Counterpoint’s investment process incorporates quantitative artificial intelligence models, including machine learning techniques, which are subject to risks inherent in any data-driven approach. The effectiveness of these models depends on the accuracy, quality, relevance, and interpretation of underlying data and assumptions, and there is a risk that models may produce inaccurate assessments, become less effective due to changing market conditions, or fail to perform as expected. Rapidly evolving or unforeseen market environments may reduce the predictive value of model outputs and adversely affect investment decisions and portfolio performance. To help mitigate these risks, Counterpoint maintains rigorous research, testing, monitoring, and oversight processes designed to address potential issues such as algorithmic bias, overfitting, technical errors, and systemic model limitations. Counterpoint’s investment professionals supervise machine learning outputs and continuously evaluate model effectiveness, while monitoring developments in the regulatory landscape to support compliance with applicable laws, regulations, and industry best practices. However, no assurance can be given that the models or investment strategies will be successful under all market conditions.

The Counterpoint Risk & Return-Optimized Model Portfolio Series includes funds advised by Counterpoint and is subject to a conflict of interest because it receives an advisory fee for managing Counterpoint funds. This fee may affect the judgment of Counterpoint funds when constructing the model portfolio.

Investors should consider the investment objectives, risks, charges, and expenses of the investment company carefully before investing. The prospectus, and if available, the summary prospectus contains this and other information about the investment company. You can obtain a prospectus from the fund’s website or from your financial advisor. Read carefully before investing.

Not Insured by FDIC/NCUA or Any Other Government Agency Not Bank/Credit Union Guaranteed Not Bank/Credit Union Deposits or Obligations May Lose Value.

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