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 Meeder Muirfield Fund (FLMFX)

Performance (1-yr.): 26.47% Expenses: 1.62%
Performance (1-mo.): 2.63% Total Assets: $199.61M
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#2 BlackRock Balanced Capital Fund (MDCPX)

Performance (1-yr.): 18.35% Expenses: 0.97%
Performance (1-mo.): 1.21% Total Assets: $912.88M
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#3 BlackRock Multi-Asset Income Portfolio (BAICX)

Performance (1-yr.): 11.93% Expenses: 0.84%
Performance (1-mo.): 0.68% Total Assets: $8.24B
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#4 DWS Global Income Builder Fund (KTRAX)

Performance (1-yr.): 17.06% Expenses: 0.90%
Performance (1-mo.): 1.06% Total Assets: $1.09B
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#5 AQR Risk Parity Fund (AQRIX)

Performance (1-yr.): 17.21% Expenses: 0.95%
Performance (1-mo.): 1.96% Total Assets: $810.04M
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#6 FundX Conservative Upgrader Fund (RELAX)

Performance (1-yr.): 16.92% Expenses: 1.86%
Performance (1-mo.): 1.54% Total Assets: $55.38M
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#7 Lazard Capital Allocator Opportunistic Strategies Portfolio (LCAIX)

Performance (1-yr.): 15.86% Expenses: 1.47%
Performance (1-mo.): 1.15% Total Assets: $213.66M
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#8 AdvisorOne Shelter Fund (CLSHX)

Performance (1-yr.): 21.66% Expenses: 1.24%
Performance (1-mo.): 2.09% Total Assets: $77.67M
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#9 Target Conservative Allocation Fund (PCGAX)

Performance (1-yr.): 11.82% Expenses: 1.52%
Performance (1-mo.): 0.85% Total Assets: $115.62M
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#10 Hussman Strategic Total Return Fund (HSTRX)

Performance (1-yr.): 6.19% Expenses: 0.66%
Performance (1-mo.): 2.10% Total Assets: $621.54M
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Top Performing Tactical Allocation Funds As of 07.03.2014

Rx Dynamic Growth Fund (FMGRX)

Total Return: 5.27%

ATAC Inflation Rotation Fund (ATACX)

Total Return: 3.76%

Nuveen Intelligent Risk Growth Allocation Fund (NIGAX)

Total Return: 3.76%

SCS Tactical Allocation Fund (SCSGX)

Total Return: 30.22%

AmericaFirst Absolute Return Fund (ABRFX)

Total Return: 29.28%

Meeder Muirfield Fund (FLMFX)

Total Return: 26.47%

Meeder Muirfield Fund (FLMFX)

Total Return: 12.07%

Camelot Premium Return Fund (CPRFX)

Total Return: 11.46%

AmericaFirst Quantitative Strategies Fund (AFIAX)

Total Return: 11.39%

* Annualized