Tactical Allocation

Tactical Allocation portfolios seek to provide capital appreciation and income by actively shifting allocations between asset classes. These portfolios have material shifts across equity regions, and bond sectors on a frequent basis. To qualify for the Tactical Allocation category, the fund must first meet the requirements to be considered in an allocation category. Next, the fund must historically demonstrate material shifts within the primary asset classes either through a gradual shift over three years or through a series of material shifts on a quarterly basis. The cumulative asset class exposure changes must exceed 10% over the measurement period. Morningstar®

#1 BlackRock Moderate Prepared Portfolio (BAMPX)

Performance (1-yr.): 16.04% Expenses: 1.05%
Performance (1-mo.): 3.02% Total Assets: $134.43M
See all details for BAMPX »

#2 DWS Global Income Builder Fund (KTRAX)

Performance (1-yr.): 11.59% Expenses: 0.90%
Performance (1-mo.): 3.19% Total Assets: $1.04B
See all details for KTRAX »

#3 BlackRock Balanced Capital Fund (MDCPX)

Performance (1-yr.): 17.53% Expenses: 0.97%
Performance (1-mo.): 2.87% Total Assets: $884.33M
See all details for MDCPX »

#4 BlackRock Conservative Prepared Portfolio (BACPX)

Performance (1-yr.): 11.14% Expenses: 0.99%
Performance (1-mo.): 2.35% Total Assets: $92.22M
See all details for BACPX »

#5 Meeder Muirfield Fund (FLMFX)

Performance (1-yr.): 24.19% Expenses: 1.64%
Performance (1-mo.): 5.28% Total Assets: $164.41M
See all details for FLMFX »

#6 BlackRock Multi-Asset Income Portfolio (BAICX)

Performance (1-yr.): 8.39% Expenses: 0.84%
Performance (1-mo.): 2.52% Total Assets: $6.48B
See all details for BAICX »

#7 Pioneer Multi-Asset Real Return Fund (PMARX)

Performance (1-yr.): 8.51% Expenses: 1.22%
Performance (1-mo.): 3.34% Total Assets: $1.14B
See all details for PMARX »

#8 Meeder Balanced Fund (FLDFX)

Performance (1-yr.): 16.47% Expenses: 1.78%
Performance (1-mo.): 3.99% Total Assets: $110.64M
See all details for FLDFX »

#9 AdvisorOne Shelter Fund (CLSHX)

Performance (1-yr.): 21.96% Expenses: 1.24%
Performance (1-mo.): 4.49% Total Assets: $63.37M
See all details for CLSHX »

#10 FundX Conservative Upgrader Fund (RELAX)

Performance (1-yr.): 16.91% Expenses: 1.86%
Performance (1-mo.): 3.69% Total Assets: $49.78M
See all details for RELAX »

Top Performing Tactical Allocation Funds As of 03.05.2014

AmericaFirst Absolute Return Fund (ABRFX)

Total Return: 7.11%

Hundredfold Select Equity Fund (SFEOX)

Total Return: 6.29%

Rx Dynamic Growth Fund (FMGRX)

Total Return: 5.88%

AmericaFirst Absolute Return Fund (ABRFX)

Total Return: 26.18%

Meeder Muirfield Fund (FLMFX)

Total Return: 24.19%

Arrow DWA Tactical Fund (DWTFX)

Total Return: 23.70%

AmericaFirst Quantitative Strategies Fund (AFIAX)

Total Return: 10.35%

BlackRock Balanced Capital Fund (MDCPX)

Total Return: 10.33%

Pioneer Multi-Asset Real Return Fund (PMARX)

Total Return: 10.19%

* Annualized