Risk On / Risk Off Fund

The Opposite of "Buy & Hold"

The AmericaFirst Risk On / Risk Off Fund seeks to achieve capital appreciation with a focus on producing positive returns regardless of the direction of the financial markets.​


Each Month, the Fund utilizes eight factors from the following categories to determine an allocation between stocks (Risk On) and bonds (Risk Off) .  The factors can be grouped into the following categories:

  • Technical

  • Macro Economic

  • Valuation

  • Seasonal

A Dynamic Rules-Driven Process

Each of the aforementioned factors represents an equal-weighted allocation of the Fund's portfolio.  As an example, if 1/2 of the factors are risk off, then 50% of the portfolio will invest in mid-term Treasury bonds while the remaining 50% will invest in stocks.

When the AmericaFirst Risk On / Risk Off Fund invests in stocks, it implements a rules-based screening process focusing on large cap stocks with strong operating earnings yield, share buyback yield, earnings growth and price momentum.

CHECK YOUR ACCOUNT (for direct investors)

© 2020 by AmericaFirst Quantitative Funds.



Investors should carefully consider the investment objectives, risks, charges and expenses of AmericaFirst Funds.  This and other important information about our Funds is contained in the prospectus, which can be obtained at www.AmericaFirstFunds.com or by calling us at 916-865-9070. Read the prospectus carefully before investing. 


Mutual Funds involve risk including risk including the possible loss of principal. Of course, there is no guarantee that any investment strategy will achieve its objectives.

Diversification does not ensure profit or prevent losses and there is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. The success of the Fund’s hedging strategy will also be subject to the Adviser’s ability to continually recalculate, readjust, and execute hedges in an efficient and timely manner.  An imperfect correlation between such hedging instruments may prevent the Fund form achieving the intended hedge or expose the Fund to risk of loss.

CLICK HERE for a copy of the AmericaFirst Customer Relationship Summary.

The AmericaFirst Quantitative Funds are distributed by Arbor Court Capital.