SCS Tactical Allocation Fund

Class Other (SCSGX)

U.S. News evaluated 247 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Nottingham funds

See full Moderate Allocation rankings

See more fund rankings

Performance

The fund has returned 37.34 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 2.9%
1 Year 37.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more SCSGX performance

Summary

The investment seeks to achieve capital appreciation. The fund normally invests in a mix of equity securities and fixed income securities, which the adviser determines are undervalued, offer the potential for capital appreciation, or may offer appreciation with lower volatility than the overall market. It may invest in equity securities (including common stock, preferred stock, shares of other investment companies and equity- and commodity-based exchange-traded funds ("ETFs")), fixed income securities (including corporate bonds, government issued bonds, and fixed income-based ETFs), or may hold a portion of the portfolio in cash and cash equivalents.

Fees

Fees are High compared to funds in the same category.
SCS Tactical Allocation Fund has an expense ratio of 3.47 percent.

See more SCSGX fees

Risk

Risk is N/A compared to funds in the same category according to Morningstar.

See more SCSGX risk