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Tactical Dividend Momentum Fund | VGIM Funds Home | Forms Prospectus | Portfolio Managers | Contact 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. Download the Fund Fact Sheet 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. © 2026 VestGen Investment Management, LLC. All rights reserved. Mutual Funds involve risk including the possible loss of pri

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